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

Jun 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Feb 9, 2022

First registration

May 24, 2023

Dual registered

yes, broker-dealer

Other names

JC Marrero|Julio Marrero

IAPD individual key

7476968

• Occurred

  Nov 13, 2025
  Advisor changed firm

  Julio Christian Marrero left Rubicon Advisors for Lpl Financial Llc (registered 2025-12-01)

  Form ADVobserved 6 days ago
• Occurred

  Jun 9, 2025
  Advisor changed firm

  Julio Christian Marrero left Edward Jones for Rubicon Advisors (registered 2025-06-08)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f37443c0-8bdb-720f-2ce6-0e4080ae2c64

First observed

May 24, 2023

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.