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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

Katalin Annamaria Jambor

Advisor at LPL ENTERPRISE, LLC

COCKEYSVILLE, MD

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Search this name across graphsid dfx:ria:e9f1e2c2-4dd9-8ea4-cf75-ffeec5a39035

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 5, 2017 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL ENTERPRISE, 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, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Jul 5, 2017
First registration: Jul 5, 2017
Dual registered: yes, broker-dealer
Other names: Katalin Christopher|Katalin Coburn|Katalin Jambor
IAPD individual key: 6809261

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL ENTERPRISE, LLC	Bd affiliated wealth	Nov 14, 2024	n/a	yes	COCKEYSVILLE, MD	Current employment
PRUCO SECURITIES, LLC	No RAUM reported	Mar 28, 2022	Nov 14, 2024	no	North Bethesda, MD\|VIENNA, VA\|Hunt Valley, MD\|Glen Burnie, MD	Previous registration
BANKERS LIFE ADVISORY SERVICES, INC.	Bd affiliated wealth	Oct 5, 2017	Mar 29, 2022	no	Camarillo, CA\|CHICAGO, IL\|Chantilly, VA	Previous registration
PREMIER WEALTH ADVISORS, INC.	State registered	Jul 5, 2017	Jul 24, 2017	no	WOODLAND HILLS, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRUCO SECURITIES, LLC	LPL ENTERPRISE, LLC	Nov 14, 2024	Nov 14, 2024	0	Bulk transfer	Ibd to new firm
BANKERS LIFE ADVISORY SERVICES, INC.	PRUCO SECURITIES, LLC	Mar 29, 2022	Mar 28, 2022	-1	Firm change	Ibd to ibd
PREMIER WEALTH ADVISORS, INC.	BANKERS LIFE ADVISORY SERVICES, INC.	Jul 24, 2017	Oct 5, 2017	73	Firm change	Other

Relationships

Registered with (4)

→ LPL ENTERPRISE, LLCRegistered adviserregistration: current employment
Nov 14, 2024 to presentfactForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Mar 28, 2022 to Nov 14, 2024factForm ADV
→ BANKERS LIFE ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Oct 5, 2017 to Mar 29, 2022factForm ADV
→ PREMIER WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Jul 5, 2017 to Jul 24, 2017factForm ADV

Dated events

Occurred
Mar 29, 2022
Advisor changed firm
Katalin Annamaria Jambor left Bankers Life Advisory Services, Inc. for Pruco Securities, Llc (registered 2022-03-28)
Form ADVobserved 4 days ago