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Reading the graph
Reading the graph
Advisor at INTENTIONAL
New Market, MD | FORT MILL, SC
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 |
|---|---|---|---|---|---|---|
| Intentional | Independent wealth | Jan 1, 2025 | n/a | yes | New Market, MD|FORT MILL, SC | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | May 3, 2012 | Mar 11, 2022 | no | BETHESDA, MD|Mount Airy, MD | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 29, 2009 | May 3, 2012 | no | ROCKVILLE, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | Intentional | Mar 11, 2022 | Jan 1, 2025 | 1,027 | Firm change after gap | Ibd to RIA |
| LPL FINANCIAL LLC | COMMONWEALTH FINANCIAL NETWORK | May 3, 2012 | May 3, 2012 | 0 | Firm change | Other |