DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at LPL ENTERPRISE, LLC
BEDMINSTER, NJ
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 ENTERPRISE, LLC | Bd affiliated wealth | Jul 29, 2025 | n/a | yes | BEDMINSTER, NJ | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 24, 2019 | May 1, 2024 | no | NEW YORK, NY|FLORHAM PARK, NJ | Previous registration |
| EDWARD JONES | National bd RIA | Jul 17, 2018 | Jan 25, 2019 | no | Plainfield, NJ|ST LOUIS, MO|PLAINFIELD, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | LPL ENTERPRISE, LLC | May 1, 2024 | Jul 29, 2025 | 454 | Firm change after gap | Wirehouse to ibd |
| EDWARD JONES | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jan 25, 2019 | Oct 24, 2019 | 272 | Firm change | Ibd to wirehouse |