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Advisor at LPL FINANCIAL LLC
JACKSONVILLE, 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 | May 19, 2022 | n/a | yes | JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL | Current employment |
| CUNA BROKERAGE SERVICES, INC. | Former SEC adviser | Dec 17, 2020 | May 25, 2022 | no | WAVERLY, IA|Jacksonville, FL|WAVERLY, IA | Previous registration |
| CUSO FINANCIAL SERVICES, L.P. | Former SEC adviser | Feb 12, 2020 | Nov 24, 2020 | no | Neptune Beach, FL|SAN DIEGO, CA|JACKSONVILLE, FL|JACKSONVILLE, FL | Previous registration |
| CETERA INVESTMENT ADVISERS LLC | Bd affiliated wealth | Sep 30, 2019 | Feb 10, 2020 | no | JACKSONVILLE, FL | Previous registration |
| NAVY FEDERAL INVESTMENT SERVICES, LLC | Bd affiliated wealth | Jun 27, 2019 | Sep 25, 2019 | no | JACKSONVILLE, FL|Vienna, VA | Previous registration |
| SECURIAN FINANCIAL SERVICES, INC. | Former SEC adviser | Sep 10, 2018 | Jun 21, 2019 | no | Jacksonville, FL | Previous registration |
| CAMARDA WEALTH ADVISORY GROUP | Independent wealth | Oct 9, 2017 | Aug 31, 2018 | no | FLEMING ISLAND, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 30, 2017 | Sep 20, 2017 | no | JACKSONVILLE, FL|JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CUNA BROKERAGE SERVICES, INC. | LPL FINANCIAL LLC | May 25, 2022 | May 19, 2022 | -6 | Bulk transfer | Ibd to RIA |
| CUSO FINANCIAL SERVICES, L.P. | CUNA BROKERAGE SERVICES, INC. | Nov 24, 2020 | Dec 17, 2020 | 23 | Firm change | Ibd to ibd |
| CETERA INVESTMENT ADVISERS LLC | CUSO FINANCIAL SERVICES, L.P. | Feb 10, 2020 | Feb 12, 2020 | 2 | Firm change | Ibd to ibd |
| NAVY FEDERAL INVESTMENT SERVICES, LLC | CETERA INVESTMENT ADVISERS LLC | Sep 25, 2019 | Sep 30, 2019 | 5 | Firm change | Ibd to ibd |
| SECURIAN FINANCIAL SERVICES, INC. | NAVY FEDERAL INVESTMENT SERVICES, LLC | Jun 21, 2019 | Jun 27, 2019 | 6 | Firm change | Ibd to ibd |
| CAMARDA WEALTH ADVISORY GROUP | SECURIAN FINANCIAL SERVICES, INC. | Aug 31, 2018 | Sep 10, 2018 | 10 | Firm change | RIA to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CAMARDA WEALTH ADVISORY GROUP | Sep 20, 2017 | Oct 9, 2017 | 19 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 113784:15296:FL:2018-08-29 | Aug 31, 2018 | Sep 10, 2018 | FLEMING ISLAND, FL | Firm change |