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Advisor at LPL FINANCIAL LLC
Sewell, NJ | SAN DIEGO, CA
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 | Oct 10, 2024 | n/a | yes | Sewell, NJ|SAN DIEGO, CA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 19, 2023 | Jul 3, 2024 | no | MULLICA HILL, NJ|Sewell, NJ|SAN DIEGO, CA | Previous registration |
| VICTORY WEALTH PARTNERS | Independent wealth | Aug 18, 2021 | Jan 2, 2024 | no | MULLICA HILL, NJ | Previous registration |
| VICTORY WEALTH PARTNERS | Independent wealth | Jan 14, 2020 | Dec 31, 2020 | no | MULLICA HILL, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| VICTORY WEALTH PARTNERS | LPL FINANCIAL LLC | Jan 2, 2024 | Oct 19, 2023 | -75 | Firm change after gap | RIA to ibd |