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Advisor at LPL FINANCIAL LLC
RENTON, WA | Renton, WA | 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 | May 27, 2025 | n/a | yes | Renton, WA|SAN DIEGO, CA|RENTON, WA | Current employment |
| CAPITAL ANALYSTS | Bd affiliated wealth | Aug 4, 2015 | May 27, 2025 | no | RENTON, WA | Previous registration |
| LINCOLN INVESTMENT | Independent wealth | Jan 2, 2009 | May 27, 2025 | no | Renton, WA|Union, KY|MARLTON, NJ | Previous registration |
| SHELGREN FINANCIAL GROUP, INC. | n/a | Mar 8, 2000 | Jul 29, 2009 | no | RENTON, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL ANALYSTS | LPL FINANCIAL LLC | May 27, 2025 | May 27, 2025 | 0 | Firm change | Ibd to ibd |
| LINCOLN INVESTMENT | CAPITAL ANALYSTS | May 27, 2025 | Aug 4, 2015 | -3,584 | Firm change after gap | Other |
| SHELGREN FINANCIAL GROUP, INC. | LINCOLN INVESTMENT | Jul 29, 2009 | Jan 2, 2009 | -208 | Firm change after gap | Other |