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Advisor at LPL FINANCIAL LLC
TULSA, OK
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 | Dec 20, 2024 | n/a | yes | TULSA, OK | Current employment |
| PRIMERICA ADVISORS | National bd RIA | Sep 28, 2011 | Aug 1, 2024 | no | TULSA, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIMERICA ADVISORS | LPL FINANCIAL LLC | Aug 1, 2024 | Dec 20, 2024 | 141 | Firm change | Ibd to ibd |