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Advisor at LPL FINANCIAL LLC
Lakewood Ranch, FL | SAN DIEGO, CA
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 | Nov 18, 2024 | n/a | yes | Lakewood Ranch, FL|SAN DIEGO, CA | Current employment |
| CEDAR WEALTH MANAGEMENT | Independent wealth | Feb 9, 2016 | Nov 19, 2024 | no | Centerville, OH|Dayton, OH|Lakewood Ranch, FL | Previous registration |
| EUBEL BRADY & SUTTMAN | Independent wealth | Jul 11, 2002 | Jan 21, 2015 | no | DAYTON, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CEDAR WEALTH MANAGEMENT | LPL FINANCIAL LLC | Nov 19, 2024 | Nov 18, 2024 | -1 | Firm change | RIA to ibd |
| EUBEL BRADY & SUTTMAN | CEDAR WEALTH MANAGEMENT | Jan 21, 2015 | Feb 9, 2016 | 384 | Firm change | Other |