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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)17 years in industry

JOHN ANDERSON LARSON

Advisor at LPL FINANCIAL LLC

SAN DIEGO, CA | COATESVILLE, PA | Coatesville, PA

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Search this name across graphsid dfx:ria:83abff07-c94c-2780-e8d9-050fc86cc1ac

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 1, 2009 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: May 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Mar 1, 2011
First registration: May 1, 2009
Dual registered: yes, broker-dealer
Other names: JOHN LARSON|JOHN LARSON|JACK LARSON|JACK ANDERSON LARSON|JACK ANDERSON LARSON
IAPD individual key: 3176629

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	Nov 10, 2025	n/a	yes	COATESVILLE, PA\|SAN DIEGO, CA\|Coatesville, PA	Current employment
CAPITAL ANALYSTS	Bd affiliated wealth	Jan 5, 2024	Nov 10, 2025	no	Horsham, PA	Previous registration
LINCOLN INVESTMENT	Independent wealth	May 19, 2011	Nov 10, 2025	no	Horsham, PA	Previous registration
LARSON FINANCIAL PLANNING, LLC	n/a	May 1, 2009	Dec 31, 2010	no	NEWTOWN, 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
CAPITAL ANALYSTS	LPL FINANCIAL LLC	Nov 10, 2025	Nov 10, 2025	0	Firm change	Ibd to ibd
LINCOLN INVESTMENT	CAPITAL ANALYSTS	Nov 10, 2025	Jan 5, 2024	-675	Firm change after gap	RIA to ibd
LARSON FINANCIAL PLANNING, LLC	LINCOLN INVESTMENT	Dec 31, 2010	May 19, 2011	139	Firm change	Other

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Nov 10, 2025 to presentfactForm ADV
→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
Jan 5, 2024 to Nov 10, 2025factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
May 19, 2011 to Nov 10, 2025factForm ADV
→ LARSON FINANCIAL PLANNING, LLCRegistered adviserregistration: previous registration
May 1, 2009 to Dec 31, 2010factForm ADV

Dated events

Occurred
Nov 10, 2025
Advisor changed firm
John Anderson Larson left Capital Analysts for Lpl Financial Llc (registered 2025-11-10)
Form ADVobserved 4 days ago
Occurred
Nov 10, 2025
Advisor changed firm
John Anderson Larson left Lincoln Investment for Capital Analysts (registered 2024-01-05)
Form ADVobserved 4 days ago