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Advisor at LPL FINANCIAL LLC
TALLAHASSEE, 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 | Aug 25, 2026 | n/a | yes | TALLAHASSEE, FL | Current employment |
| MORGAN KEEGAN & COMPANY, LLC | Former SEC adviser | Mar 18, 2008 | Nov 18, 2009 | no | TALLAHASSEE, FL|PENSACOLA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN KEEGAN & COMPANY, LLC | LPL FINANCIAL LLC | Nov 18, 2009 | Aug 25, 2026 | 6,124 | Firm change after gap | Other |