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.

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

Sep 4, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Sep 4, 1998

First registration

Jan 1, 1999

Dual registered

yes, broker-dealer

Other names

RICH WEINTRAUB|RICHARD ERIC WEINTRAUB|RICHARD ERIC WEINTRAUB

IAPD individual key

3073220

• Occurred

  Mar 16, 2023
  Advisor changed firm

  Richard Eric Weintraub left Meridian Wealth Management Llc for Lpl Financial Llc (registered 2023-02-22)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6b1cff60-6112-69ef-20e9-18c855d5bb06

First observed

Jan 1, 1999

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.