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

Feb 1, 2016earliest 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

Exams

S66|S63

First exam

Nov 9, 2018

First registration

Jul 11, 2019

Dual registered

yes, broker-dealer

Other names

Patrica Lynn Skipper|Patricia Reinhardt|Patricia Lynn Reinhardt|Trish Davies

IAPD individual key

6873287

• Occurred

  Jun 16, 2025
  Advisor changed firm

  Patricia Lynn Davies left Maryland Financial Group, Inc. for Lpl Financial Llc (registered 2023-01-10)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ad39e6d9-0138-429b-fa29-ea229f6de20a

First observed

Jul 11, 2019

Last observed

Sep 14, 2026 5 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.