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

Oct 16, 1996earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Oct 16, 1996

First registration

Feb 11, 1999

Dual registered

yes, broker-dealer

Other names

David Boersig

IAPD individual key

2795228

• Occurred

  Aug 26, 2026
  Advisor changed firm

  David Scott Boersig left Ameriprise Financial Services, Llc for Lpl Financial Llc (registered 2026-08-21)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d721277e-75aa-3d1d-6790-0c8a861eb8fa

First observed

Feb 11, 1999

Last observed

Sep 14, 2026 5 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.