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Advisor at LPL FINANCIAL LLC
ORLANDO, FL
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 | Dec 9, 2025 | n/a | yes | ORLANDO, FL | Current employment |
| TRIPLETAIL WEALTH MANAGEMENT | Independent wealth | May 2, 2025 | Dec 9, 2025 | no | ORLANDO, FL | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 12, 2022 | Mar 27, 2025 | no | Orlando, FL|ORLANDO, FL|FORT MILL, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRIPLETAIL WEALTH MANAGEMENT | LPL FINANCIAL LLC | Dec 9, 2025 | Dec 9, 2025 | 0 | Firm change | RIA to ibd |
| LPL FINANCIAL LLC | TRIPLETAIL WEALTH MANAGEMENT | Mar 27, 2025 | May 2, 2025 | 36 | Firm change | Ibd to RIA |