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

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S63|S65

First exam

Apr 25, 2023

First registration

Apr 25, 2023

Dual registered

no

IAPD individual key

7370755

• Occurred

  Aug 11, 2025
  Advisor changed firm

  Colin Larsen left Pennington Partners & Co., Llc for Lpl Financial Llc (registered 2025-09-12)

  Form ADVobserved 4 days ago
• Occurred

  Oct 5, 2023
  Advisor changed firm

  Colin Larsen left Wealthspire Retirement Advisory for Pennington Partners & Co., Llc (registered 2024-08-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:890cbe9a-9e78-d08d-53ed-929bb4e10ddc

First observed

Apr 25, 2023

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.