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Advisor at LPL FINANCIAL LLC
ORLAND PARK, IL
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 28, 2026 | n/a | yes | ORLAND PARK, IL | Current employment |
| MARINER ADVISOR NETWORK | Bd affiliated wealth | Nov 13, 2024 | May 22, 2026 | no | Orland Park, IL | Previous registration |
| ELEVATION POINT WEALTH PARTNERS, LLC | Independent wealth | Feb 16, 2023 | Dec 1, 2023 | no | Orland Park, IL|DENVER, CO | Previous registration |
| SYMMETRY PARTNERS | Independent wealth | Oct 27, 2017 | Jun 11, 2021 | no | Homer Glen, IL|GLASTONBURY, CT | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Dec 20, 2006 | Dec 26, 2008 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MARINER ADVISOR NETWORK | LPL FINANCIAL LLC | May 22, 2026 | May 28, 2026 | 6 | Firm change | Ibd to ibd |
| ELEVATION POINT WEALTH PARTNERS, LLC | MARINER ADVISOR NETWORK | Dec 1, 2023 | Nov 13, 2024 | 348 | Firm change | RIA to ibd |
| SYMMETRY PARTNERS | ELEVATION POINT WEALTH PARTNERS, LLC | Jun 11, 2021 | Feb 16, 2023 | 615 | Firm change after gap | RIA to RIA |
| UBS FINANCIAL SERVICES INC. | SYMMETRY PARTNERS | Dec 26, 2008 | Oct 27, 2017 | 3,227 | Firm change after gap | Other |