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RIA / WealthAdvisor14 years in industry

ADAM LEE LYBARGER

Advisor at ANDERSEN WEALTH MANAGEMENT

Easton, MD

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Search this name across graphsid dfx:ria:b66ad89c-a502-c15a-e22f-dd3d91e751c5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 4, 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: ANDERSEN WEALTH MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 3, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 3, 2012
First registration: Jul 4, 2012
Dual registered: no
IAPD individual key: 6047385

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
ANDERSEN WEALTH MANAGEMENT	State registered	Nov 13, 2024	n/a	yes	Easton, MD	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 25, 2017	Mar 1, 2018	no	SALISBURY, MD	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Oct 7, 2013	May 1, 2017	no	OCEAN PINES, MD\|ELLICOTT CITY, MD	Previous registration
ESSEX NATIONAL SECURITIES, INC.	Former SEC adviser	Jul 4, 2012	Aug 1, 2013	no	Altoona, PA\|CENTRAL CITY, PA\|ALTOONA, PA\|ALTOONA, PA\|ALTOONA, PA\|HOLLIDAY, PA	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	ANDERSEN WEALTH MANAGEMENT	Mar 1, 2018	Nov 13, 2024	2,449	Firm change after gap	RIA to state RIA
PNC WEALTH MANAGEMENT	LPL FINANCIAL LLC	May 1, 2017	Sep 25, 2017	147	Firm change	Other
ESSEX NATIONAL SECURITIES, INC.	PNC WEALTH MANAGEMENT	Aug 1, 2013	Oct 7, 2013	67	Firm change	Other

Relationships

Registered with (4)

→ ANDERSEN WEALTH MANAGEMENTRegistered adviserregistration: current employment
Nov 13, 2024 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 25, 2017 to Mar 1, 2018factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Oct 7, 2013 to May 1, 2017factForm ADV
→ ESSEX NATIONAL SECURITIES, INC.Registered adviserregistration: previous registration
Jul 4, 2012 to Aug 1, 2013factForm ADV

Dated events

No dated event names this entity yet.