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

Apr 7, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Apr 7, 1992

First registration

May 1, 2001

Dual registered

yes, broker-dealer

Other names

DONNY HARRELL|DON ALLYN HARRELL|DONNIE ALLYN HARRELL|DON A. HARRELL

IAPD individual key

2222409

• Occurred

  Jun 24, 2026
  Advisor changed firm

  Donald Allyn Harrell left Morgan Stanley for Lpl Financial Llc (registered 2026-06-23)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:eb5300f2-c58a-e7ca-3f5e-ac0c7c9ceb06

First observed

May 1, 2001

Last observed

Sep 14, 2026 5 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.