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Advisor at LPL FINANCIAL LLC
FRESNO, CA
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 13, 2025 | n/a | yes | FRESNO, CA | Current employment |
| BRIDGEWEALTH ADVISORY GROUP, LLC | Independent wealth | Jul 25, 2024 | Jun 17, 2025 | no | FRESNO, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Nov 30, 2020 | Aug 9, 2024 | no | FRESNO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRIDGEWEALTH ADVISORY GROUP, LLC | LPL FINANCIAL LLC | Jun 17, 2025 | Jun 13, 2025 | -4 | Firm change | RIA to ibd |
| LPL FINANCIAL LLC | BRIDGEWEALTH ADVISORY GROUP, LLC | Aug 9, 2024 | Jul 25, 2024 | -15 | Firm change | Ibd to RIA |