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

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Oct 19, 2015

First registration

Nov 12, 2018

Dual registered

yes, broker-dealer

IAPD individual key

6544580

• Occurred

  Nov 17, 2023
  Advisor changed firm

  Matthew Thomas Lazaras left Financial Advocates Investment Management for Lpl Financial Llc (registered 2023-11-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ad9a225a-24f2-cd76-858b-8ed7075d7f01

First observed

Nov 12, 2018

Last observed

Sep 15, 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.