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Advisor at LPL FINANCIAL LLC
ROCHESTER, MI
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 | Jan 1, 2025 | n/a | yes | ROCHESTER, MI | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jun 1, 2022 | Sep 23, 2024 | no | Rochester, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | LPL FINANCIAL LLC | Sep 23, 2024 | Jan 1, 2025 | 100 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:6413:MI:2024-09-23 | Sep 23, 2024 | Jan 1, 2025 | ROCHESTER, MI | Firm change |