DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at LPL FINANCIAL LLC
Ann Arbor, MI | Bowling Green, OH | Jackson, MI | SAN DIEGO, CA
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 | Sep 9, 2026 | n/a | yes | Ann Arbor, MI|Bowling Green, OH|Jackson, MI|SAN DIEGO, CA | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Apr 23, 2026 | n/a | yes | Ann Arbor, MI|Bowling Green, OH | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Apr 23, 2026 | Sep 18, 2026 | no | Ann Arbor, MI|Bowling Green, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | LPL FINANCIAL LLC | Sep 18, 2026 | Sep 9, 2026 | -9 | Firm change | Ibd to ibd |