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

ADVICE AND PLANNING SERVICES

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

Apr 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

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Jul 16, 2015

First registration

Jul 16, 2015

Dual registered

yes, broker-dealer

Other names

JONATHAN OMAR PICKETT|Jonathan O Pickett

IAPD individual key

6481711

• Occurred

  May 21, 2026
  Advisor changed firm

  Jonathan Omar Pickett left Linden Thomas Advisory Services, Llc for Advice And Planning Services (registered 2026-07-29)

  Form ADVobserved 5 days ago
• Occurred

  Mar 25, 2024
  Advisor changed firm

  Jonathan Omar Pickett left Wells Fargo Advisors for Linden Thomas Advisory Services, Llc (registered 2024-02-28)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e520116d-8c6e-a852-90b7-681cdca40978

First observed

Jul 16, 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.