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Advisor at LPL FINANCIAL LLC
PONTE VEDRA BEACH, FL
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 | Aug 22, 2025 | n/a | yes | PONTE VEDRA BEACH, FL | Current employment |
| FIRST HORIZON ADVISORS, INC | Former SEC adviser | Sep 27, 2022 | Aug 21, 2025 | no | Ponte Vedra Beach, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST HORIZON ADVISORS, INC | LPL FINANCIAL LLC | Aug 21, 2025 | Aug 22, 2025 | 1 | Bulk transfer | RIA to ibd |