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

Dec 7, 1987earliest registration or exam on IAPD

Years in industry

38derivedfrom the industry start date

Years at current firm

14derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Dec 7, 1987

First registration

Jun 28, 1994

Dual registered

yes, broker-dealer

IAPD individual key

1752276

• Occurred

  Jan 24, 2026
  Advisor owns new adviser

  Shannon Barrow Rowan, registered through LPL Financial LLC (Alexandria, VA), is a direct owner of Piedmont Wealth Management, an adviser first registered 2026-01-24; in 2023-2025, 171 of 213 such owners registered at this class of firm moved to the new adviser within a year, median 75 days after the filing

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e9f63c7e-d200-0f89-972f-427212f9e850

First observed

Jun 28, 1994

Last observed

Sep 14, 2026 7 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.