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Advisor at LPL FINANCIAL LLC
HONOLULU, HI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 2, 2026 | n/a | yes | HONOLULU, HI|HONOLULU, HI | Current employment |
| ISLAND WEALTH MANAGEMENT | State registered | May 3, 2021 | Jan 6, 2023 | no | HONOLULU, HI | Previous registration |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | May 14, 2007 | Dec 31, 2009 | no | CRYSTAL LAKE, IL|HONOLULU, HI | Previous registration |
| VALIC FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Nov 24, 2003 | Dec 20, 2006 | no | HONOLULU, HI|HONOLULU, HI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ISLAND WEALTH MANAGEMENT | LPL FINANCIAL LLC | Jan 6, 2023 | Jan 2, 2026 | 1,092 | Firm change after gap | Other |
| CETERA ADVISOR NETWORKS LLC | ISLAND WEALTH MANAGEMENT | Dec 31, 2009 | May 3, 2021 | 4,141 | Firm change after gap | Other |
| VALIC FINANCIAL ADVISORS, INC. | CETERA ADVISOR NETWORKS LLC | Dec 20, 2006 | May 14, 2007 | 145 | Firm change | Other |