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.

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

Sep 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Oct 13, 2021

First registration

Oct 21, 2021

Dual registered

yes, broker-dealer

Other names

McKeea Maryia Fields

IAPD individual key

7241194

• Occurred

  Aug 31, 2023
  Advisor changed firm

  Mckeea M Fields left Milestone Financial Planning, Llc for Lpl Financial Llc (registered 2023-11-03)

  Form ADVobserved 4 days ago
• Occurred

  Oct 19, 2022
  Advisor changed firm

  Mckeea M Fields left Morgan Stanley for Milestone Financial Planning, Llc (registered 2022-10-10)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7ef0b566-6d9e-c55e-d102-458512e077ca

First observed

Oct 21, 2021

Last observed

Sep 14, 2026 5 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.