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

Jul 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Apr 5, 2021

First registration

Apr 6, 2021

Dual registered

yes, broker-dealer

Other names

Michael Anthony Jungwirth

IAPD individual key

7329901

• Occurred

  May 12, 2026
  Advisor changed firm

  Michael A Jungwirth left The Capital Advisory Group Advisory Services, Llc for Lpl Financial Llc (registered 2026-01-06)

  Form ADVobserved 4 days ago
• Occurred

  Apr 11, 2022
  Advisor changed firm

  Michael A Jungwirth left United Planners' Financial Services Of America A Limited Partner for The Capital Advisory Group Advisory Services, Llc (registered 2022-07-20)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e9361494-50b9-9274-e362-8697ee0ae015

First observed

Apr 6, 2021

Last observed

Sep 15, 2026 4 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.