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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

PATRICK JOHN HILLMAN

Advisor at LPL FINANCIAL LLC

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Search this name across graphsid dfx:ria:8f0726f3-0c92-891f-2b45-9a8d47e16abe

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Feb 21, 2012 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: Feb 16, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Feb 16, 2012
First registration: Feb 21, 2012
Dual registered: yes, broker-dealer
Other names: PATRICK J HILLMAN
IAPD individual key: 5222729

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	Mar 6, 2025	n/a	yes	NOVI, MI\|SOUTH LYON, MI\|LIVONIA, MI\|SOUTHFIELD, MI\|CANTON, MI\|WATERFORD, MI	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Sep 1, 2023	Dec 2, 2024	no	NOVI, MI	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 28, 2022	Jun 13, 2023	no	Novi, MI	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jan 29, 2019	Jun 13, 2023	no	Novi, MI\|Novi, MI	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jan 25, 2019	Oct 14, 2022	no	Novi, MI	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 20, 2016	Jun 7, 2017	no	HUNTINGTON BEACH, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 11, 2016	Sep 15, 2016	no	HUNTINGTON BEACH, CA\|IRVINE, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Feb 21, 2012	Aug 13, 2015	no	LAS VEGAS, NV\|EAST LANSING, MI\|ST. LOUIS, MO\|ST. LOUIS, MO\|LAS VEGAS, NV	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
FIDELITY PERSONAL AND WORKPLACE ADVISORS	LPL FINANCIAL LLC	Dec 2, 2024	Mar 6, 2025	94	Firm change	Ibd to ibd
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Jun 13, 2023	Jan 28, 2022	-501	Channel change	RIA to ibd
CHARLES SCHWAB & CO., INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jun 13, 2023	Sep 1, 2023	80	Firm change	Ibd to ibd
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 14, 2022	Jan 29, 2019	-1,354	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	TD AMERITRADE, INC.	Jun 7, 2017	Jan 25, 2019	597	Firm change after gap	Other
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 15, 2016	Sep 20, 2016	5	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:7691:CA:2016-09-14	Sep 15, 2016	Sep 20, 2016	IRVINE, CA	Firm change

Relationships

Registered with (7)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Mar 6, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Sep 1, 2023 to Dec 2, 2024factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 29, 2019 to Jun 13, 2023factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 28, 2022 to Jun 13, 2023factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jan 25, 2019 to Oct 14, 2022factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 20, 2016 to Jun 7, 2017factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 11, 2016 to Sep 15, 2016factForm ADV

Dated events

Occurred
Dec 2, 2024
Advisor changed firm
Patrick John Hillman left Fidelity Personal And Workplace Advisors for Lpl Financial Llc (registered 2025-03-06)
Form ADVobserved 5 days ago
Occurred
Jun 13, 2023
Advisor changed firm
Patrick John Hillman left Charles Schwab & Co., Inc. for Fidelity Personal And Workplace Advisors (registered 2023-09-01)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8f0726f3-0c92-891f-2b45-9a8d47e16abe
First observed: Feb 21, 2012
Last observed: Sep 15, 2026 6 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.

PATRICK JOHN HILLMAN

Advisor at LPL FINANCIAL LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8f0726f3-0c92-891f-2b45-9a8d47e16abe

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:13 AM UTC and rebuilt at most every 15 minutes.