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Advisor at LPL FINANCIAL LLC
Ooltewah, TN | FORT MILL, SC
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 19, 2026 | n/a | yes | FORT MILL, SC|Ooltewah, TN | Current employment |
| Pactolus | Independent wealth | Jun 16, 2025 | Jan 2, 2026 | no | LOOKOUT MOUNTAIN, TN|VIENNA, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Pactolus | LPL FINANCIAL LLC | Jan 2, 2026 | May 19, 2026 | 137 | Firm change | RIA to ibd |