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Advisor at LPL FINANCIAL LLC
BLOOMINGTON, MN
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 | Jan 12, 2026 | n/a | yes | BLOOMINGTON, MN | Current employment |
| NEXT FINANCIAL GROUP, INC. | Former SEC adviser | Nov 15, 2013 | Jul 10, 2025 | no | EDEN PRAIRIE, MN|EDEN PRAIRIE, MN|EDEN PRAIRIE, MN|EDEN PRAIRIE, MN|EDEN PRAIRIE, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| NEXT FINANCIAL GROUP, INC. | LPL FINANCIAL LLC | Jul 10, 2025 | Jan 12, 2026 | 186 | Bulk transfer | Ibd to ibd |