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Advisor at LPL FINANCIAL LLC
SOMERSET, 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 | Nov 5, 2025 | n/a | yes | SOMERSET, PA | Current employment |
| MPB WEALTH MANAGEMENT, LLC | n/a | Dec 8, 2022 | Apr 10, 2024 | no | HARRISBURG, PA|Hollsopple, PA | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Feb 12, 2014 | Apr 29, 2022 | no | JOHNSTOWN, PA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jan 20, 2009 | Feb 13, 2014 | no | JOHNSTOWN, PA|FORT MILL, SC|JOHNSTOWN, PA|JOHNSTOWN, PA | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Mar 26, 2007 | Dec 22, 2008 | no | JOHNSTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MPB WEALTH MANAGEMENT, LLC | LPL FINANCIAL LLC | Apr 10, 2024 | Nov 5, 2025 | 574 | Firm change after gap | Other |
| CETERA INVESTMENT ADVISERS LLC | MPB WEALTH MANAGEMENT, LLC | Apr 29, 2022 | Dec 8, 2022 | 223 | Firm change | Other |
| LPL FINANCIAL LLC | CETERA INVESTMENT ADVISERS LLC | Feb 13, 2014 | Feb 12, 2014 | -1 | Firm change | Other |
| INVEST FINANCIAL CORPORATION | LPL FINANCIAL LLC | Dec 22, 2008 | Jan 20, 2009 | 29 | Firm change | Other |