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.

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

Feb 1, 1995earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Feb 29, 1996

First registration

Dec 22, 2015

Dual registered

no

IAPD individual key

2696787

• Occurred

  Dec 2, 2024
  Advisor changed firm

  Michael Lawrence Kelly left Scf Investment Advisors, Inc. for Lpl Financial Llc (registered 2024-12-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c225dfd9-e159-913e-85e3-28aacbdf842d

First observed

Dec 22, 2015

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.