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Advisor at LPL FINANCIAL LLC
CANONSBURG, PA | PITTSBURGH, PA
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 | Jul 21, 2021 | n/a | yes | PITTSBURGH, PA|CANONSBURG, PA|PITTSBURGH, PA | Current employment |
| WADDELL & REED | Former SEC adviser | Oct 14, 2016 | Jul 21, 2021 | no | HAMDEN, CT|PITTSBURGH, PA|CANONSBURG, PA|PITTSBURGH, PA|PITTSBURGH, PA | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Dec 8, 2010 | Oct 25, 2016 | no | MONROEVILLE, PA|BURGETTSTOWN, PA|PITTSBURGH, PA|OAKDALE, PA|BRIDGEWILL, PA|CANONSBURG, PA|BRIDGEVILLE, PA|MCMURRAY, PA|CECIL, PA|PITTSBURGH, PA|MURRSYVILLE, PA|MURRYSVILLE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WADDELL & REED | LPL FINANCIAL LLC | Jul 21, 2021 | Jul 21, 2021 | 0 | Bulk transfer | Ibd to ibd |
| PNC WEALTH MANAGEMENT | WADDELL & REED | Oct 25, 2016 | Oct 14, 2016 | -11 | Firm change | Other |