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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

JACOB ROSS BILTZ

Advisor at LPL FINANCIAL LLC

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Search this name across graphsid dfx:ria:7cfbbf72-ebb3-ae9f-05b5-c777501e21ff

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Mar 23, 2011 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: Nov 30, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 30, 2010
First registration: Mar 23, 2011
Dual registered: yes, broker-dealer
Other names: JACOB ROSS BILTZ|Jacob R Biltz
IAPD individual key: 5850600

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	Jan 22, 2024	n/a	yes	LOCK HAVEN, PA\|STATE COLLEGE, PA\|BELLEFONTE, PA\|Lock Haven, PA\|State College, PA\|Centre Hall, PA	Current employment
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Jul 27, 2021	Jan 22, 2024	no	Bridgeville, PA\|PITTSBURGH, PA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Sep 24, 2018	Jun 12, 2020	no	GREENVILLE, SC	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Jan 26, 2017	Mar 9, 2018	no	SAINT LOUIS, MO	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Aug 12, 2014	Sep 22, 2015	no	EASTON, MD\|CENTREVILLE, MD\|CHARLOTTE, NC\|CHESTERTOWN, MD\|GREENSBORO, MD\|SEVERNA PARK, MD	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Feb 14, 2014	Aug 7, 2014	no	ANNAPOLIS, MD	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 17, 2011	Feb 12, 2014	no	HOLLIDAYSBURG, PA\|SELINSGROVE, PA\|SHENANDOAH, PA\|JOHNSTOWN, PA\|ANNAPOLIS, MD	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Mar 23, 2011	Oct 18, 2011	no	PITTSBURGH, PA	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
PNC WEALTH MANAGEMENT	LPL FINANCIAL LLC	Jan 22, 2024	Jan 22, 2024	0	Firm change	Ibd to ibd
EQUITABLE ADVISORS, LLC	PNC WEALTH MANAGEMENT	Jun 12, 2020	Jul 27, 2021	410	Firm change after gap	Ibd to ibd
SCOTTRADE INVESTMENT MANAGEMENT	EQUITABLE ADVISORS, LLC	Mar 9, 2018	Sep 24, 2018	199	Firm change	Ibd to ibd
BB&T INVESTMENT SERVICES, INC.	SCOTTRADE INVESTMENT MANAGEMENT	Sep 22, 2015	Jan 26, 2017	492	Firm change after gap	Other
CETERA INVESTMENT ADVISERS LLC	BB&T INVESTMENT SERVICES, INC.	Aug 7, 2014	Aug 12, 2014	5	Firm change	Other
LPL FINANCIAL LLC	CETERA INVESTMENT ADVISERS LLC	Feb 12, 2014	Feb 14, 2014	2	Firm change	Other
NEW ENGLAND SECURITIES CORPORATION	LPL FINANCIAL LLC	Oct 18, 2011	Nov 17, 2011	30	Firm change	Other

Relationships

Registered with (7)

→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 17, 2011 to Feb 12, 2014factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 27, 2021 to Jan 22, 2024factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 24, 2018 to Jun 12, 2020factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Jan 26, 2017 to Mar 9, 2018factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Aug 12, 2014 to Sep 22, 2015factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Feb 14, 2014 to Aug 7, 2014factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Mar 23, 2011 to Oct 18, 2011factForm ADV

Dated events

Occurred
Jan 22, 2024
Advisor changed firm
Jacob Ross Biltz left Pnc Wealth Management for Lpl Financial Llc (registered 2024-01-22)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7cfbbf72-ebb3-ae9f-05b5-c777501e21ff
First observed: Mar 23, 2011
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JACOB ROSS BILTZ

Advisor at LPL FINANCIAL LLC

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:7cfbbf72-ebb3-ae9f-05b5-c777501e21ff

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:58 PM UTC and rebuilt at most every 15 minutes.