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Advisor at RBC CAPITAL MARKETS, LLC
CHICAGO, IL | CHEVY CHASE, MD
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 |
|---|---|---|---|---|---|---|
| RBC CAPITAL MARKETS, LLC | National bd RIA | Feb 17, 2026 | n/a | yes | CHICAGO, IL|CHEVY CHASE, MD | Current employment |
| LINCOLN INVESTMENT | Independent wealth | Jan 4, 2023 | Jan 20, 2026 | no | Chicago, IL|Fort Washington, PA | Previous registration |
| M1 ADVISORY | Independent wealth | Mar 18, 2021 | May 19, 2022 | no | CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LINCOLN INVESTMENT | RBC CAPITAL MARKETS, LLC | Jan 20, 2026 | Feb 17, 2026 | 28 | Firm change | RIA to ibd |
| M1 ADVISORY | LINCOLN INVESTMENT | May 19, 2022 | Jan 4, 2023 | 230 | Firm change | Other |