DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at LPL FINANCIAL LLC
Jacksonville, FL | JACKSONVILLE, FL | SAN DIEGO, CA
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 14, 2025 | n/a | yes | JACKSONVILLE, FL|Jacksonville, FL|SAN DIEGO, CA | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Aug 27, 2018 | Aug 15, 2025 | no | Ponte Vedra Beach, FL|Jacksonville, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 19, 2011 | Aug 28, 2018 | no | JACKSONVILLE, FL|JACKSONVILLE, FL|CHARLOTTE, NC|JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL|JACKSONVILLE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | LPL FINANCIAL LLC | Aug 15, 2025 | Aug 14, 2025 | -1 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | AMERIPRISE FINANCIAL SERVICES, LLC | Aug 28, 2018 | Aug 27, 2018 | -1 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6363:6413:FL:2025-08-14 | Aug 15, 2025 | Aug 14, 2025 | JACKSONVILLE, FL | Firm change |