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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

AMANDA CHRISTINE PALISKA

Advisor at LPL FINANCIAL LLC

North Olmsted, OH | CHEVY CHASE, MD

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Search this name across graphsid dfx:ria:b161bb63-d4f9-5599-5fea-9a25796aa484

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jan 9, 2018 to Sep 15, 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: 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: Dec 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 4, 2017
First registration: Jan 9, 2018
Dual registered: yes, broker-dealer
Other names: Amanda Christine Paliska|Amanda Paliska
IAPD individual key: 6793544

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
LPL FINANCIAL LLC	Bd affiliated wealth	May 19, 2025	n/a	yes	North Olmsted, OH\|CHEVY CHASE, MD	Current employment
PEAK RETIREMENT PLANNING, INC.	Independent wealth	Aug 7, 2024	Oct 7, 2024	no	COLUMBUS, OH	Previous registration
PROSPERITY CAPITAL ADVISORS	Independent wealth	Sep 21, 2023	Apr 29, 2024	no	Avon, OH\|WESTLAKE, OH	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Nov 15, 2018	Sep 7, 2023	no	WESTLAKE, OH	Previous registration
OSAIC ADVISORY SERVICES, LLC	Bd affiliated wealth	Jan 9, 2018	Sep 24, 2018	no	Rocky River, OH\|ATLANTA, GA	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
PEAK RETIREMENT PLANNING, INC.	LPL FINANCIAL LLC	Oct 7, 2024	May 19, 2025	224	Firm change	RIA to ibd
PROSPERITY CAPITAL ADVISORS	PEAK RETIREMENT PLANNING, INC.	Apr 29, 2024	Aug 7, 2024	100	Firm change	RIA to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	PROSPERITY CAPITAL ADVISORS	Sep 7, 2023	Sep 21, 2023	14	Firm change	Ibd to RIA
OSAIC ADVISORY SERVICES, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Sep 24, 2018	Nov 15, 2018	52	Firm change	RIA to ibd

Relationships

Registered with (5)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
May 19, 2025 to presentfactForm ADV
→ PEAK RETIREMENT PLANNING, INC.Registered adviserregistration: previous registration
Aug 7, 2024 to Oct 7, 2024factForm ADV
→ PROSPERITY CAPITAL ADVISORSRegistered adviserregistration: previous registration
Sep 21, 2023 to Apr 29, 2024factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Nov 15, 2018 to Sep 7, 2023factForm ADV
→ OSAIC ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jan 9, 2018 to Sep 24, 2018factForm ADV

Dated events

Occurred
Oct 7, 2024
Advisor changed firm
Amanda Christine Paliska left Peak Retirement Planning, Inc. for Lpl Financial Llc (registered 2025-05-19)
Form ADVobserved 5 days ago
Occurred
Apr 29, 2024
Advisor changed firm
Amanda Christine Paliska left Prosperity Capital Advisors for Peak Retirement Planning, Inc. (registered 2024-08-07)
Form ADVobserved 5 days ago
Occurred
Sep 7, 2023
Advisor changed firm
Amanda Christine Paliska left Fidelity Personal And Workplace Advisors for Prosperity Capital Advisors (registered 2023-09-21)
Form ADVobserved 5 days ago