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Reading the graph
Advisor at LPL ENTERPRISE, LLC
FORT MILL, SC | OLLIE, IA | Ollie, IA
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 ENTERPRISE, LLC | Bd affiliated wealth | Sep 23, 2024 | n/a | yes | OLLIE, IA|FORT MILL, SC|Ollie, IA | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Aug 27, 2019 | May 3, 2024 | no | Fairfield, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | LPL ENTERPRISE, LLC | May 3, 2024 | Sep 23, 2024 | 143 | Firm change | Ibd to new firm |