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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)23 years in industry

EDWARD A BIRD

Advisor at LPL FINANCIAL LLC

YORK, PA

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Search this name across graphsid dfx:ria:971afd6c-aac5-3191-3f43-66d581e81cb0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 29, 2005 to Sep 14, 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: Aug 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jun 27, 2005
First registration: Jun 29, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 4910079

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	Aug 14, 2024	n/a	yes	YORK, PA\|YORK, PA	Current employment
OSAIC FA, INC.	Former SEC adviser	Jun 14, 2018	Aug 15, 2024	no	York, PA\|VIENNA, VA\|Lutherville, MD	Previous registration
M&T SECURITIES, INC.	n/a	Apr 23, 2015	Jun 8, 2018	no	YORK, PA\|HANOVER, PA\|BALTIMORE, MD	Previous registration
WILMINGTON TRUST INVESTMENT ADVISORS, INC.	Other adviser	Jun 29, 2005	Jul 25, 2018	no	BALTIMORE, MD	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
OSAIC FA, INC.	LPL FINANCIAL LLC	Aug 15, 2024	Aug 14, 2024	-1	Bulk transfer	Ibd to ibd
WILMINGTON TRUST INVESTMENT ADVISORS, INC.	M&T SECURITIES, INC.	Jul 25, 2018	Apr 23, 2015	-1,189	Firm change after gap	Other
M&T SECURITIES, INC.	OSAIC FA, INC.	Jun 8, 2018	Jun 14, 2018	6	Firm change	Other

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Aug 14, 2024 to presentfactForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jun 14, 2018 to Aug 15, 2024factForm ADV
→ WILMINGTON TRUST INVESTMENT ADVISORS, INC.Registered adviserregistration: previous registration
Jun 29, 2005 to Jul 25, 2018factForm ADV
→ M&T SECURITIES, INC.Registered adviserregistration: previous registration
Apr 23, 2015 to Jun 8, 2018factForm ADV

Dated events

No dated event names this entity yet.