DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

MARILYN LEJEUNE WATKINS

Advisor at LOMBARD ADVISERS INCORPORATED

BALTIMORE, MD | Jennings, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:af4923e5-d57f-c8f4-c516-fda87fefc835

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 5, 2012 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LOMBARD ADVISERS INCORPORATED
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 18, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 18, 2004
First registration: Sep 5, 2012
Dual registered: yes, broker-dealer
IAPD individual key: 4813250

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LOMBARD ADVISERS INCORPORATED	Independent wealth	Jan 7, 2021	n/a	yes	BALTIMORE, MD\|Jennings, LA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 5, 2012	Dec 22, 2020	no	FORT MILL, SC\|LAFAYETTE, LA\|WELSH, LA\|JENNINGS, LA\|CROWLEY, LA\|ELTON, LA\|Church Point, LA\|LAFAYETTE, LA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL FINANCIAL LLC	LOMBARD ADVISERS INCORPORATED	Dec 22, 2020	Jan 7, 2021	16	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ LOMBARD ADVISERS INCORPORATEDRegistered adviserregistration: current employment
Jan 7, 2021 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 5, 2012 to Dec 22, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:af4923e5-d57f-c8f4-c516-fda87fefc835
First observed: Sep 5, 2012
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.

MARILYN LEJEUNE WATKINS

Advisor at LOMBARD ADVISERS INCORPORATED

BALTIMORE, MD | Jennings, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:af4923e5-d57f-c8f4-c516-fda87fefc835

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:07 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

LOMBARD ADVISERS INCORPORATED

Independent wealth

Jan 7, 2021

n/a

yes

BALTIMORE, MD|Jennings, LA

Current employment

LPL FINANCIAL LLC

Bd affiliated wealth

Sep 5, 2012

Dec 22, 2020

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

LPL FINANCIAL LLC

LOMBARD ADVISERS INCORPORATED

Dec 22, 2020

Jan 7, 2021

Firm change

Ibd to RIA