DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at LPL FINANCIAL LLC
FAIRVIEW PARK, OH
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 | Feb 14, 2018 | n/a | yes | FAIRVIEW PARK, OH | Current employment |
| TA-CHECK FINANCIAL LTD. | State registered | Jan 24, 2023 | Oct 23, 2025 | no | FAIRVIEW PARK, OH|STRONGSVILLE, OH | Previous registration |
| TA-CHECK FINANCIAL LTD. | State registered | Dec 7, 2017 | Dec 31, 2022 | no | Strongsville, OH | Previous registration |
| SII INVESTMENTS, INC. | Former SEC adviser | May 10, 2014 | Feb 14, 2018 | no | STRONGSVILLE, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TA-CHECK FINANCIAL LTD. | n/a | Oct 23, 2025 | n/a | n/a | Departure no registered destination | Departure |
| TA-CHECK FINANCIAL LTD. | LPL FINANCIAL LLC | Dec 31, 2022 | Feb 14, 2018 | -1,781 | Firm change after gap | Other |
| SII INVESTMENTS, INC. | TA-CHECK FINANCIAL LTD. | Feb 14, 2018 | Dec 7, 2017 | -69 | Firm change after gap | Ibd to state RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 122953:6413:OH:2022-12-31 | Dec 31, 2022 | Feb 14, 2018 | STRONGSVILLE, OH | Firm change after gap |
| 2225:122953:OH:2018-02-14 | Feb 14, 2018 | Dec 7, 2017 | STRONGSVILLE, OH | Firm change after gap |