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Advisor at LPL FINANCIAL LLC
PENNINGTON, NJ
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 |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 17, 2025 | n/a | yes | PENNINGTON, NJ | Current employment |
| PRIVATE PORTFOLIO PARTNERS, LLC | Former SEC adviser | Mar 7, 2016 | Apr 8, 2025 | no | PENNINGTON, NJ|PARAMUS, NJ|Pennington, NJ | Previous registration |
| INSIGHT PRIVATE ADVISORS, LLC | Former SEC adviser | Sep 5, 2014 | May 2, 2016 | no | PENNINGTON, NJ|BRIDGEWATER, NJ | Previous registration |
| PREMIER COLLEGE FUNDING | n/a | Jun 28, 2012 | Dec 12, 2014 | no | FLEMINGTON, NJ | Previous registration |
| EDWARD JONES | National bd RIA | Sep 16, 2008 | Apr 4, 2012 | no | PENNINGTON, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIVATE PORTFOLIO PARTNERS, LLC | LPL FINANCIAL LLC | Apr 8, 2025 | Mar 17, 2025 | -22 | Firm change | RIA to ibd |
| INSIGHT PRIVATE ADVISORS, LLC | PRIVATE PORTFOLIO PARTNERS, LLC | May 2, 2016 | Mar 7, 2016 | -56 | Firm change after gap | Other |
| PREMIER COLLEGE FUNDING | INSIGHT PRIVATE ADVISORS, LLC | Dec 12, 2014 | Sep 5, 2014 | -98 | Firm change after gap | Other |
| EDWARD JONES | PREMIER COLLEGE FUNDING | Apr 4, 2012 | Jun 28, 2012 | 85 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 165616:6413:NJ:2025-04-08 | Apr 8, 2025 | Mar 17, 2025 | PENNINGTON, NJ | Firm change |
| 169017:165616:NJ:2016-05-02 | May 2, 2016 | Mar 7, 2016 | BRIDGEWATER, NJ | Firm change after gap |