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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

TIMOTHY PATRICK MILFORD

Advisor at LPL FINANCIAL LLC

WICHITA, KS

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 25, 2001 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: 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 9, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 9, 2000
First registration: Oct 25, 2001
Dual registered: yes, broker-dealer
Other names: TIM MILFORD|TIMOTHY P MILFORD
IAPD individual key: 4197731

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	Jun 26, 2009	n/a	yes	WICHITA, KS	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Jun 29, 2009	no	WICHITA, KS	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Aug 17, 2005	Jan 1, 2008	no	WICHITA, KS\|WICHITA, KS\|ST. LOUIS, MO	Previous registration
MORGAN STANLEY DW INC.	n/a	Oct 25, 2001	Aug 29, 2005	no	WICHITA, KS	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
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	Jun 29, 2009	Jun 26, 2009	-3	Firm change	Other
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	A. G. EDWARDS & SONS, INC.	Aug 29, 2005	Aug 17, 2005	-12	Firm change	Other

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Jun 26, 2009 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Jun 29, 2009factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Aug 17, 2005 to Jan 1, 2008factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Oct 25, 2001 to Aug 29, 2005factForm ADV

Dated events

No dated event names this entity yet.