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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)29 years in industry

ANINDITA DHAR

Advisor at LPL FINANCIAL LLC

HOLMDEL, NJ | FOUNTAIN HILLS, AZ

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Search this name across graphsid dfx:ria:edfd63cb-4d96-4b40-b126-a0fd73f88c44

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 29, 2002 to Sep 15, 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 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: Mar 27, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Mar 27, 1997
First registration: Jun 29, 2002
Dual registered: yes, broker-dealer
Other names: ANINDITA RAO|TINA RAO|TINA DHAR
IAPD individual key: 1758764

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 FINANCIAL LLC	Bd affiliated wealth	Mar 17, 2025	n/a	yes	HOLMDEL, NJ\|FOUNTAIN HILLS, AZ	Current employment
PRIVATE PORTFOLIO PARTNERS, LLC	Former SEC adviser	Mar 15, 2016	Apr 8, 2025	no	HOLMDEL, NJ\|PARAMUS, NJ\|Glendale, AZ\|Fountain Hills, AZ	Previous registration
INSIGHT PRIVATE ADVISORS, LLC	Former SEC adviser	Sep 26, 2014	May 2, 2016	no	HOLMDEL, NJ\|BRIDGEWATER, NJ	Previous registration
PRIVATE ADVISOR GROUP, LLC	Bd affiliated wealth	May 31, 2013	Dec 31, 2014	no	EAST BRUNSWICK, NJ\|MORRISTOWN, NJ	Previous registration
OSAIC FA, INC.	Former SEC adviser	Sep 16, 2005	Jan 9, 2012	no	TOMS RIVER, NJ\|TOMS RIVER, NJ\|ISELIN, NJ\|EDISON, NJ\|ISELIN, NJ	Previous registration
MORGAN STANLEY DW INC.	n/a	Jun 29, 2002	Aug 22, 2005	no	RED BANK, NJ	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
PRIVATE PORTFOLIO PARTNERS, LLC	LPL FINANCIAL LLC	Apr 8, 2025	Mar 17, 2025	-22	Firm change	RIA to ibd
INSIGHT PRIVATE ADVISORS, LLC	PRIVATE PORTFOLIO PARTNERS, LLC	May 2, 2016	Mar 15, 2016	-48	Firm change after gap	Other
PRIVATE ADVISOR GROUP, LLC	INSIGHT PRIVATE ADVISORS, LLC	Dec 31, 2014	Sep 26, 2014	-96	Firm change after gap	Other
OSAIC FA, INC.	PRIVATE ADVISOR GROUP, LLC	Jan 9, 2012	May 31, 2013	508	Firm change after gap	Other
MORGAN STANLEY DW INC.	OSAIC FA, INC.	Aug 22, 2005	Sep 16, 2005	25	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
169017:165616:NJ:2016-05-02	May 2, 2016	Mar 15, 2016	BRIDGEWATER, NJ	Firm change after gap

Relationships

Registered with (6)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Mar 17, 2025 to presentfactForm ADV
→ PRIVATE PORTFOLIO PARTNERS, LLCRegistered adviserregistration: previous registration
Mar 15, 2016 to Apr 8, 2025factForm ADV
→ INSIGHT PRIVATE ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 26, 2014 to May 2, 2016factForm ADV
→ PRIVATE ADVISOR GROUP, LLCRegistered adviserregistration: previous registration
May 31, 2013 to Dec 31, 2014factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Sep 16, 2005 to Jan 9, 2012factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jun 29, 2002 to Aug 22, 2005factForm ADV

Dated events

Occurred
Apr 8, 2025
Advisor changed firm
Anindita Dhar left Private Portfolio Partners, Llc for Lpl Financial Llc (registered 2025-03-17)
Form ADVobserved 4 days ago