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Advisor at LPL FINANCIAL LLC
METAIRIE, LA
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 | Feb 24, 2026 | n/a | yes | METAIRIE, LA | Current employment |
| MONEY CONCEPTS ADVISORY SERVICE | Bd affiliated wealth | Feb 16, 2022 | Feb 24, 2026 | no | Metairie, LA|PALM BEACH GARDENS, FL|Gonzales, LA|PALM BEACH GARDENS, FL | Previous registration |
| KOVACK ADVISORS, INC. | Bd affiliated wealth | Aug 20, 2021 | Feb 15, 2022 | no | FT. LAUDERDALE, FL|Lake Charles, LA|Gonzales, LA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MONEY CONCEPTS ADVISORY SERVICE | LPL FINANCIAL LLC | Feb 24, 2026 | Feb 24, 2026 | 0 | Firm change | Ibd to ibd |
| KOVACK ADVISORS, INC. | MONEY CONCEPTS ADVISORY SERVICE | Feb 15, 2022 | Feb 16, 2022 | 1 | Firm change | Ibd to ibd |