DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

RONALD STEPHEN IACOBELLI

Advisor at LPL FINANCIAL LLC

SAN DIEGO, CA | Troy, MI | TROY, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:79f3aec7-4411-484a-2d04-13a15c9851df

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 21, 2004 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: Apr 15, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Apr 15, 1996
First registration: Jun 21, 2004
Dual registered: yes, broker-dealer
Other names: RONALD STEPHEN IACOBELLI|RONALD STEPHAN IACOBELLI
IAPD individual key: 2642874

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	May 11, 2023	n/a	yes	Troy, MI\|TROY, MI\|SAN DIEGO, CA	Current employment
Spc	Bd affiliated wealth	Jan 13, 2014	May 12, 2023	no	TROY, MI\|ANN ARBOR, MI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 15, 2009	Jan 14, 2014	no	BIRMINGHAM, MI	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jun 21, 2004	Jun 3, 2009	no	BIRMINGHAM, MI\|Birmingham, MI	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
Spc	LPL FINANCIAL LLC	May 12, 2023	May 11, 2023	-1	Bulk transfer	Ibd to ibd
WELLS FARGO ADVISORS	Spc	Jan 14, 2014	Jan 13, 2014	-1	Firm change	Other
UBS FINANCIAL SERVICES INC.	WELLS FARGO ADVISORS	Jun 3, 2009	May 15, 2009	-19	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
May 11, 2023 to presentfactForm ADV
→ SPCRegistered adviserregistration: previous registration
Jan 13, 2014 to May 12, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 15, 2009 to Jan 14, 2014factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jun 21, 2004 to Jun 3, 2009factForm ADV

Dated events

No dated event names this entity yet.