DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at LPL FINANCIAL LLC
NORTH OAKS, MN
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 | Jun 18, 2025 | n/a | yes | NORTH OAKS, MN | Current employment |
| MAGNETIC NORTH ADVISORS | Former SEC adviser | Jul 7, 2022 | Aug 14, 2025 | no | Forest Lake, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MAGNETIC NORTH ADVISORS | LPL FINANCIAL LLC | Aug 14, 2025 | Jun 18, 2025 | -57 | Firm change after gap | RIA to ibd |