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Advisor at LPL ENTERPRISE, LLC
HOLMDEL, 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 | Mar 16, 2026 | n/a | yes | HOLMDEL, NJ | Current employment |
| WORLD INVESTMENT ADVISORS, LLC | Other adviser | Oct 24, 2025 | Mar 17, 2026 | no | WEST DEPTFORD, NJ | Previous registration |
| WORLD ADVISORY SERVICES | Former SEC adviser | May 3, 2010 | Dec 3, 2025 | no | TURNERSVILLE, NJ|LINCROFT, NJ | Previous registration |
| AMERITAS ADVISORY SERVICES | Former SEC adviser | Feb 24, 2004 | May 27, 2010 | no | VOORHEES, NJ|CHERRY HILL, NJ | Previous registration |
| THE ADVISORS GROUP, INC. | n/a | Feb 20, 2004 | Sep 30, 2004 | no | CHERRY HILL, NJ | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 16, 2003 | Oct 31, 2003 | no | PHILADELPHIA, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | LPL ENTERPRISE, LLC | Mar 17, 2026 | Mar 16, 2026 | -1 | Firm change | Other |
| WORLD ADVISORY SERVICES | WORLD INVESTMENT ADVISORS, LLC | Dec 3, 2025 | Oct 24, 2025 | -40 | Firm change after gap | Other |
| AMERITAS ADVISORY SERVICES | WORLD ADVISORY SERVICES | May 27, 2010 | May 3, 2010 | -24 | Firm change | Other |
| THE ADVISORS GROUP, INC. | AMERITAS ADVISORY SERVICES | Sep 30, 2004 | Feb 24, 2004 | -219 | Firm change after gap | Other |
| WELLS FARGO ADVISORS | THE ADVISORS GROUP, INC. | Oct 31, 2003 | Feb 20, 2004 | 112 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 20626:208512:NJ:2025-12-03 | Dec 3, 2025 | Oct 24, 2025 | LINCROFT, NJ | Firm change after gap |