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Advisor at MAGNATE ADVISORY SERVICES, LLC
Elizabethtown, KY
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 |
|---|---|---|---|---|---|---|
| MAGNATE ADVISORY SERVICES, LLC | Independent wealth | Jan 12, 2026 | n/a | yes | Elizabethtown, KY | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 8, 2022 | Aug 28, 2025 | no | ELIZABETHTOWN, KY|ELIZABETHTOWN, KY|MORRISTOWN, NJ | Previous registration |
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Oct 31, 2014 | Jun 30, 2022 | no | ELIZABETHTOWN, KY|MORRISTOWN, NJ|Elizabethtown, KY | Previous registration |
| J.J.B. HILLIARD, W.L. LYONS, LLC | Former SEC adviser | Jun 20, 2007 | Nov 5, 2014 | no | ELIZABETHTOWN, KY|LOUISVILLE, KY | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Nov 9, 2006 | Jun 7, 2007 | no | LOUISVILLE, KY | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Jul 9, 2004 | Jun 2, 2006 | no | LOUISVILLE, KY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | MAGNATE ADVISORY SERVICES, LLC | Aug 28, 2025 | Jan 12, 2026 | 137 | Firm change | Ibd to RIA |
| PRIVATE ADVISOR GROUP, LLC | LPL FINANCIAL LLC | Jun 30, 2022 | Jul 8, 2022 | 8 | Firm change | Ibd to RIA |
| J.J.B. HILLIARD, W.L. LYONS, LLC | PRIVATE ADVISOR GROUP, LLC | Nov 5, 2014 | Oct 31, 2014 | -5 | Firm change | Other |
| PNC WEALTH MANAGEMENT | J.J.B. HILLIARD, W.L. LYONS, LLC | Jun 7, 2007 | Jun 20, 2007 | 13 | Firm change | Other |
| MORGAN STANLEY DW INC. | PNC WEALTH MANAGEMENT | Jun 2, 2006 | Nov 9, 2006 | 160 | Firm change | Other |