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Advisor at LPL FINANCIAL LLC
YULEE, FL | CALLAHAN, FL | JACKSONVILLE, FL
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 16, 2025 | n/a | yes | CALLAHAN, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|YULEE, FL|JACKSONVILLE, FL | Current employment |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | May 2, 2017 | May 15, 2025 | no | SAN DIEGO, CA|Jacksonville, FL|SAN DIEGO, CA|YULEE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|YULEE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|Jacksonville, FL|Jacksonville, FL | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Mar 3, 2014 | May 5, 2017 | no | JACKSONVILLE, FL | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Feb 9, 2007 | Mar 13, 2014 | no | JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CUSO FINANCIAL SERVICES, L.P. | LPL FINANCIAL LLC | May 15, 2025 | May 16, 2025 | 1 | Bulk transfer | Ibd to ibd |
| PRUCO SECURITIES, LLC | CUSO FINANCIAL SERVICES, L.P. | May 5, 2017 | May 2, 2017 | -3 | Firm change | Other |
| MSI FINANCIAL SERVICES, INC. | PRUCO SECURITIES, LLC | Mar 13, 2014 | Mar 3, 2014 | -10 | Firm change | Other |