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Advisor at ALIGHT FINANCIAL ADVISORS, LLC
Charlotte, NC | CHARLOTTE, NC
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 |
|---|---|---|---|---|---|---|
| ALIGHT FINANCIAL ADVISORS, LLC | Independent wealth | Dec 5, 2025 | n/a | yes | CHARLOTTE, NC|Charlotte, NC | Current employment |
| LPL ENTERPRISE, LLC | Bd affiliated wealth | Nov 4, 2024 | Sep 19, 2025 | no | Charlotte, NC|FORT MILL, SC | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Jun 23, 2023 | Jun 10, 2024 | no | CHARLOTTE, NC|CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL ENTERPRISE, LLC | ALIGHT FINANCIAL ADVISORS, LLC | Sep 19, 2025 | Dec 5, 2025 | 77 | Firm change | Ibd to RIA |
| EQUITABLE ADVISORS, LLC | LPL ENTERPRISE, LLC | Jun 10, 2024 | Nov 4, 2024 | 147 | Firm change | Ibd to new firm |