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

Dec 1, 1997earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Feb 24, 1998

First registration

Oct 27, 1999

Dual registered

yes, broker-dealer

Other names

ROB DONLAN

IAPD individual key

2986439

• Occurred

  Apr 1, 2026
  Advisor changed firm

  Robert Elwood Donlan left Hancock Capital Management, Inc. for Cadaret Grant & Co Inc (registered 2024-01-31)

  Form ADVobserved 6 days ago
• Occurred

  May 7, 2025
  Advisor changed firm

  Robert Elwood Donlan left Cadaret Grant & Co Inc for Lpl Financial Llc (registered 2025-07-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:93dc01cf-d4d3-0c64-b599-e9574be18949

First observed

Oct 27, 1999

Last observed

Sep 14, 2026 7 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.