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.

Current firm

LPL FINANCIAL LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Apr 19, 2023

First registration

May 11, 2023

Dual registered

yes, broker-dealer

Other names

JAKE R DIGREGORIO|JAKE DIGREGORIO

IAPD individual key

7615985

• Occurred

  Jul 24, 2026
  Advisor changed firm

  Jake R Digregorio left Capital Analysts for Lpl Financial Llc (registered 2026-07-27)

  Form ADVobserved 6 days ago
• Occurred

  Jul 24, 2026
  Advisor changed firm

  Jake R Digregorio left Lincoln Investment for Capital Analysts (registered 2023-10-31)

  Form ADVobserved 6 days ago
• Occurred

  Nov 21, 2023
  Advisor changed firm

  Jake R Digregorio left Valic Financial Advisors, Inc. for Lincoln Investment (registered 2023-10-30)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:568831d3-1e66-974c-839c-0fa3eb9894ea

First observed

May 11, 2023

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.