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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)11 years in industry

Cheryl Duda

Advisor at LPL FINANCIAL LLC

VERNON HILLS, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:de49151e-22cf-6cc1-d179-c1cee4bb7cc4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 8, 2015 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S66
First exam: May 31, 2023
First registration: Dec 8, 2015
Dual registered: yes, broker-dealer
Other names: CHERYL HUA|QIAN HUA|QIAN HUA|CHERYL HUA DUDA
IAPD individual key: 5428126

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	May 18, 2026	n/a	yes	VERNON HILLS, IL	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 3, 2023	May 4, 2026	no	CHICAGO, IL	Previous registration
MORNINGSIDE ASSET MANAGEMENT	Institutional manager	Mar 9, 2021	Dec 31, 2022	no	WILMINGTON, DE\|Wilmington, DE	Previous registration
MORNINGSIDE ASSET MANAGEMENT	Institutional manager	Dec 8, 2015	Dec 31, 2020	no	WILMINGTON, DE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	LPL FINANCIAL LLC	May 4, 2026	May 18, 2026	14	Firm change	Wirehouse to ibd
MORNINGSIDE ASSET MANAGEMENT	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Dec 31, 2022	Aug 3, 2023	215	Firm change	Other

Relationships

Registered with (3)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
May 18, 2026 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 3, 2023 to May 4, 2026factForm ADV
→ MORNINGSIDE ASSET MANAGEMENTRegistered adviserregistration: previous registration
Mar 9, 2021 to Dec 31, 2022factForm ADV

Dated events

Occurred
May 4, 2026
Advisor changed firm
Cheryl Duda left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Lpl Financial Llc (registered 2026-05-18)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Cheryl Duda left Morningside Asset Management for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-08-03)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:de49151e-22cf-6cc1-d179-c1cee4bb7cc4
First observed: Dec 8, 2015
Last observed: Sep 14, 2026 6 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.

Cheryl Duda

Advisor at LPL FINANCIAL LLC

VERNON HILLS, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:de49151e-22cf-6cc1-d179-c1cee4bb7cc4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:46 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

LPL FINANCIAL LLC

Bd affiliated wealth

May 18, 2026

n/a

yes

VERNON HILLS, IL

Current employment

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Aug 3, 2023

May 4, 2026

CHICAGO, IL

Previous registration

MORNINGSIDE ASSET MANAGEMENT

Institutional manager

Mar 9, 2021

Dec 31, 2022

WILMINGTON, DE|Wilmington, DE

Previous registration

MORNINGSIDE ASSET MANAGEMENT

Institutional manager

Dec 8, 2015

Dec 31, 2020

WILMINGTON, DE

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LPL FINANCIAL LLC

May 4, 2026

May 18, 2026

Firm change

Wirehouse to ibd

MORNINGSIDE ASSET MANAGEMENT

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 31, 2022

Aug 3, 2023

215

Firm change

Other