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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

JOSEPH E. BILOON

Advisor at LPL FINANCIAL LLC

LANDENBERG, PA | WILMINGTON, DE

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Search this name across graphsid dfx:ria:63b8b19c-dfcf-a5e9-b399-8c7c452c9322

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 16, 2001 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jun 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 13, 2000
First registration: Jan 16, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 4234070

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 29, 2022	n/a	yes	LANDENBERG, PA\|WILMINGTON, DE	Current employment
OSAIC FS, INC.	Former SEC adviser	Aug 30, 2012	Dec 6, 2022	no	WILMINGTON, DE	Previous registration
INDEPENDENT ADVISERS GROUP CORP	Former SEC adviser	Apr 26, 2006	Dec 22, 2016	no	WILMINGTON, DE\|BOSTON, MA	Previous registration
FINANCIAL HOUSE, INC.	n/a	Apr 6, 2006	Dec 31, 2013	no	CENTERVILLE, DE	Previous registration
MORGAN STANLEY DW INC.	n/a	Jan 16, 2001	Mar 21, 2006	no	WILMINGTON, DE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC FS, INC.	LPL FINANCIAL LLC	Dec 6, 2022	Nov 29, 2022	-7	Firm change	Ibd to RIA
INDEPENDENT ADVISERS GROUP CORP	OSAIC FS, INC.	Dec 22, 2016	Aug 30, 2012	-1,575	Firm change after gap	Other
FINANCIAL HOUSE, INC.	INDEPENDENT ADVISERS GROUP CORP	Dec 31, 2013	Apr 26, 2006	-2,806	Firm change after gap	Other
MORGAN STANLEY DW INC.	FINANCIAL HOUSE, INC.	Mar 21, 2006	Apr 6, 2006	16	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
3870:6413:DE:2022-11-30	Dec 6, 2022	Nov 29, 2022	WILMINGTON, DE	Firm change

Relationships

Registered with (5)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Nov 29, 2022 to presentfactForm ADV
→ OSAIC FS, INC.Registered adviserregistration: previous registration
Aug 30, 2012 to Dec 6, 2022factForm ADV
→ INDEPENDENT ADVISERS GROUP CORPRegistered adviserregistration: previous registration
Apr 26, 2006 to Dec 22, 2016factForm ADV
→ FINANCIAL HOUSE, INC.Registered adviserregistration: previous registration
Apr 6, 2006 to Dec 31, 2013factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jan 16, 2001 to Mar 21, 2006factForm ADV

Dated events

Occurred
Dec 6, 2022
Advisor changed firm
Joseph E. Biloon left Osaic Fs, Inc. for Lpl Financial Llc (registered 2022-11-29)
Form ADVobserved 6 days ago