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

Oct 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Nov 24, 2015

First registration

Nov 24, 2015

Dual registered

no

Other names

JEFFREY D DAYE|JEFFREY DAVID DAYE|Jeffrey Daye

IAPD individual key

4451301

• Occurred

  Jul 15, 2026
  Advisor changed firm

  Jeffrey David Daye left Annex Wealth Management, Llc for Lpl Financial Llc (registered 2026-09-04)

  Form ADVobserved 4 days ago
• Occurred

  Apr 4, 2022
  Advisor changed firm

  Jeffrey David Daye left Cliftonlarsonallen Wealth Advisors, Llc for Annex Wealth Management, Llc (registered 2022-04-27)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:979eccde-6fcd-4782-d122-346e641ab399

First observed

Nov 24, 2015

Last observed

Sep 14, 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.