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Advisor at LPL FINANCIAL LLC
DEERFIELD BEACH, FL | BOCA RATON, 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 | Jul 3, 2026 | n/a | yes | DEERFIELD BEACH, FL|BOCA RATON, FL | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Nov 1, 2018 | Jul 13, 2026 | no | Boca Raton, FL|DEERFIELD BEACH, FL | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Aug 23, 2016 | Nov 5, 2018 | no | CORAL SPRINGS, FL|HOLLYWOOD, FL|DAVIE, FL|TAMARAC, FL|PLANTATION, FL|LAUDERDALE LAKES, FL|FORT LAUDERDALE, FL | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Dec 5, 2011 | Dec 31, 2016 | no | DAVIE, FL|CORAL SPRINGS, FL|PLANTATION, FL|TAMARAC, FL|HOLLYWOOD, FL|LAUDERDALE LAKES, FL|FORT LAUDERDALE, FL | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 26, 2010 | Nov 28, 2011 | no | HOLLYWOOD, FL|HALLANDALE, FL|WESTON, FL|PEMBROKE PINES, FL|HOLLYWOOD, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 24, 2009 | Jul 2, 2010 | no | FORT LAUDERDALE, FL|FORT LAUDERDALE, FL|HALLANDALE BEACH, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | LPL FINANCIAL LLC | Jul 13, 2026 | Jul 3, 2026 | -10 | Firm change | Ibd to ibd |
| TRUIST ADVISORY SERVICES, INC. | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Nov 5, 2018 | Nov 1, 2018 | -4 | Firm change | Ibd to ibd |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Aug 23, 2016 | -130 | Bulk transfer | Other |
| LPL FINANCIAL LLC | SUNTRUST INVESTMENT SERVICES, INC. | Nov 28, 2011 | Dec 5, 2011 | 7 | Firm change | Other |
| WELLS FARGO ADVISORS | LPL FINANCIAL LLC | Jul 2, 2010 | Jul 26, 2010 | 24 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:6413:FL:2026-07-13 | Jul 13, 2026 | Jul 3, 2026 | DEERFIELD BEACH, FL | Firm change |