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Reading the graph
Advisor at LPL FINANCIAL LLC
FOGELSVILLE, PA | WHITEHALL, PA | BETHLEHEM, PA | MACUNGIE, PA | ALLENTOWN, PA
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 | Mar 28, 2024 | n/a | yes | FOGELSVILLE, PA|BETHLEHEM, PA|WHITEHALL, PA|MACUNGIE, PA|ALLENTOWN, PA|MACUNGIE, PA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Aug 12, 2022 | Mar 19, 2024 | no | ALLENTOWN, PA|ALLENTOWN, PA|ALLENTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | LPL FINANCIAL LLC | Mar 19, 2024 | Mar 28, 2024 | 9 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:6413:PA:2024-03-04 | Mar 19, 2024 | Mar 28, 2024 | ALLENTOWN, PA | Firm change |