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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)42 years in industry

GARY WILLIAM MEDLEY

Advisor at LPL FINANCIAL LLC

BONITA SPRINGS, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Mar 1, 2002 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: Sep 27, 1983earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 9
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Sep 27, 1983
First registration: Mar 1, 2002
Dual registered: yes, broker-dealer
Other names: GARY WILLIAM MEDLEY|GARY WM. MEDLEY
IAPD individual key: 1186617

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	Mar 6, 2025	n/a	yes	BONITA SPRINGS, FL	Current employment
MEDLEY ADVISORY, LLC	n/a	Jan 6, 2021	Feb 21, 2023	no	BONITA SPRINGS, FL	Previous registration
IC ADVISORY SERVICES, INC.	Former SEC adviser	Jul 8, 2015	Mar 6, 2025	no	BONITA SPRINGS, FL\|BEDMINSTER, NJ	Previous registration
PELICAN WEALTH ADVISORS, LLC	State registered	Jun 2, 2014	Jul 17, 2015	no	BONITA SPRINGS, FL	Previous registration
IC ADVISORY SERVICES, INC.	Former SEC adviser	Jan 6, 2010	May 20, 2014	no	BONITA SPRINGS, FL\|BEDMINSTER, NJ	Previous registration
SAGEOUS CAPITAL MANAGEMENT, LLC	n/a	Oct 22, 2009	Jul 27, 2011	no	BONITA SPRINGS, FL	Previous registration
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Sep 25, 2007	Mar 10, 2009	no	NAPLES, FL\|NAPLES, FL\|NAPLES, FL	Previous registration
REHMANN WEALTH	Independent wealth	Feb 20, 2007	Nov 29, 2007	no	BONITA SPRINGS, FL\|LANSING, MI	Previous registration
Spc	Bd affiliated wealth	Jan 5, 2006	May 16, 2006	no	BONITA SPRINGS, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 1, 2002	Apr 11, 2005	no	NAPLES, FL	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
IC ADVISORY SERVICES, INC.	MEDLEY ADVISORY, LLC	Mar 6, 2025	Jan 6, 2021	-1,520	Firm change after gap	Other
MEDLEY ADVISORY, LLC	LPL FINANCIAL LLC	Feb 21, 2023	Mar 6, 2025	744	Firm change after gap	Other
PELICAN WEALTH ADVISORS, LLC	IC ADVISORY SERVICES, INC.	Jul 17, 2015	Jul 8, 2015	-9	Firm change	Other
IC ADVISORY SERVICES, INC.	PELICAN WEALTH ADVISORS, LLC	May 20, 2014	Jun 2, 2014	13	Firm change	Other
SAGEOUS CAPITAL MANAGEMENT, LLC	IC ADVISORY SERVICES, INC.	Jul 27, 2011	Jan 6, 2010	-567	Firm change after gap	Other
FIFTH THIRD SECURITIES, INC.	SAGEOUS CAPITAL MANAGEMENT, LLC	Mar 10, 2009	Oct 22, 2009	226	Firm change	Other
REHMANN WEALTH	FIFTH THIRD SECURITIES, INC.	Nov 29, 2007	Sep 25, 2007	-65	Firm change after gap	Other
Spc	REHMANN WEALTH	May 16, 2006	Feb 20, 2007	280	Firm change	Other
WELLS FARGO ADVISORS	Spc	Apr 11, 2005	Jan 5, 2006	269	Firm change	Other

Relationships

Registered with (9)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Mar 6, 2025 to presentfactForm ADV
→ IC ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Jul 8, 2015 to Mar 6, 2025factForm ADV
→ MEDLEY ADVISORY, LLCRegistered adviserregistration: previous registration
Jan 6, 2021 to Feb 21, 2023factForm ADV
→ PELICAN WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 2, 2014 to Jul 17, 2015factForm ADV
→ SAGEOUS CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 22, 2009 to Jul 27, 2011factForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
Sep 25, 2007 to Mar 10, 2009factForm ADV
→ REHMANN WEALTHRegistered adviserregistration: previous registration
Feb 20, 2007 to Nov 29, 2007factForm ADV
→ SPCRegistered adviserregistration: previous registration
Jan 5, 2006 to May 16, 2006factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 1, 2002 to Apr 11, 2005factForm ADV

Dated events

Occurred
Mar 6, 2025
Advisor changed firm
Gary William Medley left Ic Advisory Services, Inc. for Medley Advisory, Llc (registered 2021-01-06)
Form ADVobserved 6 days ago
Occurred
Feb 21, 2023
Advisor changed firm
Gary William Medley left Medley Advisory, Llc for Lpl Financial Llc (registered 2025-03-06)
Form ADVobserved 6 days ago