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

Sep 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S63|S66

First exam

Jun 20, 2016

First registration

Dec 24, 2019

Dual registered

yes, broker-dealer

Other names

JACLYN ELAINE MADRID|JACLYN MADRID

IAPD individual key

6401400

• Occurred

  May 6, 2026
  Advisor changed firm

  Jaclyn Elaine Madrid Mercer left Flourish Wealth Management Inc. for Lpl Financial Llc (registered 2026-06-03)

  Form ADVobserved 4 days ago
• Occurred

  Nov 27, 2024
  Advisor changed firm

  Jaclyn Elaine Madrid Mercer left Ellevest for Flourish Wealth Management Inc. (registered 2024-12-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e4f28e30-185a-c52e-a4f1-1af46ce737fd

First observed

Dec 24, 2019

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.