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Advisor at LPL FINANCIAL LLC
BERKELEY SPRINGS, WV
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 | Mar 24, 2020 | n/a | yes | BERKELEY SPRINGS, WV | Current employment |
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | Institutional manager | Oct 23, 2017 | Feb 21, 2020 | no | Columbia, MD|CLEVELAND, OH | Previous registration |
| CBIZ RETIREMENT PLAN ADVISORY SERVICES | Institutional manager | Jun 23, 2011 | Feb 21, 2020 | no | CUMBERLAND, MD|CLEVELAND, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CBIZ RETIREMENT PLAN ADVISORY SERVICES | CBIZ INVESTMENT ADVISORY SERVICES, LLC | Feb 21, 2020 | Oct 23, 2017 | -851 | Channel change | Other |
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | LPL FINANCIAL LLC | Feb 21, 2020 | Mar 24, 2020 | 32 | Firm change | Other |