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Advisor at LPL FINANCIAL LLC
JACKSONVILLE, FL
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 | Apr 2, 2024 | n/a | yes | JACKSONVILLE, FL | Current employment |
| FIFTH THIRD SECURITIES, INC. | Bd affiliated wealth | Jun 10, 2021 | Apr 2, 2024 | no | FLEMING ISLAND, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|PONTE VEDRA BEACH, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|ST. JOHNS, FL|PONTE VEDRA, FL|JACKSONVILLE, FL|SAINT JOHNS, FL | Previous registration |
| SYNOVUS SECURITIES, INC. | Bd affiliated wealth | Feb 4, 2020 | Jun 10, 2021 | no | STUART, FL|JACKSONVILLE, FL | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Jan 6, 2017 | Jan 21, 2020 | no | ORMOND BEACH, FL|PONTE VEDRA BEACH, FL|PONTE VEDRA BEACH, FL | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Oct 24, 2016 | Jan 6, 2017 | no | ORMOND BEACH, FL|ORMOND BEACH, FL|PONTE VEDRA BEACH, FL|PONTE VEDRA BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIFTH THIRD SECURITIES, INC. | LPL FINANCIAL LLC | Apr 2, 2024 | Apr 2, 2024 | 0 | Firm change | Ibd to ibd |
| SYNOVUS SECURITIES, INC. | FIFTH THIRD SECURITIES, INC. | Jun 10, 2021 | Jun 10, 2021 | 0 | Firm change | RIA to ibd |
| TRUIST ADVISORY SERVICES, INC. | SYNOVUS SECURITIES, INC. | Jan 21, 2020 | Feb 4, 2020 | 14 | Firm change | Ibd to ibd |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Jan 6, 2017 | Jan 6, 2017 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 17499:283390:FL:2017-01-06 | Jan 6, 2017 | Jan 6, 2017 | PONTE VEDRA BEACH, FL | Firm change |