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Advisor at LPL FINANCIAL LLC
ARDMORE, PA
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 | Jun 22, 2026 | n/a | yes | ARDMORE, PA | Current employment |
| INSIGHT ADVISORS, LLC | Independent wealth | Mar 11, 2022 | Jul 6, 2026 | no | NEWTOWN, PA | Previous registration |
| CORDATUS WEALTH MANAGEMENT LLC | Independent wealth | Mar 1, 2018 | Mar 11, 2022 | no | YARDLEY, PA | Previous registration |
| INSIGHT ADVISORS, LLC | Independent wealth | Mar 18, 2016 | Feb 28, 2018 | no | NEWTOWN, PA | Previous registration |
| EDWARD JONES | National bd RIA | Jun 11, 2013 | Mar 21, 2016 | no | ALLENTOWN, PA|Maryland Heights, MO|WASHINGTON CROSSING, PA|Maryland Heights, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INSIGHT ADVISORS, LLC | LPL FINANCIAL LLC | Jul 6, 2026 | Jun 22, 2026 | -14 | Firm change | RIA to ibd |
| CORDATUS WEALTH MANAGEMENT LLC | INSIGHT ADVISORS, LLC | Mar 11, 2022 | Mar 11, 2022 | 0 | Firm change | RIA to RIA |
| INSIGHT ADVISORS, LLC | CORDATUS WEALTH MANAGEMENT LLC | Feb 28, 2018 | Mar 1, 2018 | 1 | Firm change | Other |
| EDWARD JONES | INSIGHT ADVISORS, LLC | Mar 21, 2016 | Mar 18, 2016 | -3 | Firm change | Other |