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Advisor at LPL FINANCIAL LLC
CHAPEL HILL, NC
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 | Feb 24, 2025 | n/a | yes | CHAPEL HILL, NC | Current employment |
| OPUS FINANCIAL ADVISORS, INC. | State registered | Mar 28, 2018 | Feb 25, 2025 | no | Chapel Hill, NC|STATESVILLE, NC | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Nov 8, 2016 | Mar 19, 2018 | no | PITTSBORO, NC|PITTSBORO, NC|PITTSBORO, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OPUS FINANCIAL ADVISORS, INC. | LPL FINANCIAL LLC | Feb 25, 2025 | Feb 24, 2025 | -1 | Firm change | Other |
| TRUIST ADVISORY SERVICES, INC. | OPUS FINANCIAL ADVISORS, INC. | Mar 19, 2018 | Mar 28, 2018 | 9 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 118742:6413:NC:2025-02-25 | Feb 25, 2025 | Feb 24, 2025 | STATESVILLE, NC | Firm change |