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RIA / WealthAdvisorCertified Financial Planner13 years in industry

NICHOLAS ANTHONY IBELLO

Advisor at LPL FINANCIAL LLC

Cooksville, MD | SAN DIEGO, CA | Columbia, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f65a3252-66e7-2425-1ccc-a7ed483fc594

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 8, 2014 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: May 10, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: May 10, 2013
First registration: Jul 8, 2014
Dual registered: no
Other names: NICK IBELLO|Nicholas Anthony Ibello|NICHOLAS ANTHONY IBELLO
IAPD individual key: 5820593

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	Aug 6, 2024	n/a	yes	SAN DIEGO, CA\|Columbia, MD\|Cooksville, MD	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Feb 20, 2015	Jul 31, 2024	no	COLUMBIA, MD\|Columbia, MD	Previous registration
PLANNING SOLUTIONS GROUP, LLC	Former SEC adviser	Jul 8, 2014	Jan 7, 2015	no	FULTON, MD	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
COMMONWEALTH FINANCIAL NETWORK	LPL FINANCIAL LLC	Jul 31, 2024	Aug 6, 2024	6	Firm change	Ibd to ibd
PLANNING SOLUTIONS GROUP, LLC	COMMONWEALTH FINANCIAL NETWORK	Jan 7, 2015	Feb 20, 2015	44	Firm change	Other

Relationships

Registered with (3)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Aug 6, 2024 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Feb 20, 2015 to Jul 31, 2024factForm ADV
→ PLANNING SOLUTIONS GROUP, LLCRegistered adviserregistration: previous registration
Jul 8, 2014 to Jan 7, 2015factForm ADV

Dated events

Occurred
Jul 31, 2024
Advisor changed firm
Nicholas Anthony Ibello left Commonwealth Financial Network for Lpl Financial Llc (registered 2024-08-06)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f65a3252-66e7-2425-1ccc-a7ed483fc594
First observed: Jul 8, 2014
Last observed: Sep 15, 2026 4 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.

NICHOLAS ANTHONY IBELLO

Advisor at LPL FINANCIAL LLC

Cooksville, MD | SAN DIEGO, CA | Columbia, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f65a3252-66e7-2425-1ccc-a7ed483fc594

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:08 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

LPL FINANCIAL LLC

Bd affiliated wealth

Aug 6, 2024

n/a

yes

SAN DIEGO, CA|Columbia, MD|Cooksville, MD

Current employment

COMMONWEALTH FINANCIAL NETWORK

National bd RIA

Feb 20, 2015

Jul 31, 2024

COLUMBIA, MD|Columbia, MD

Previous registration

PLANNING SOLUTIONS GROUP, LLC

Former SEC adviser

Jul 8, 2014

Jan 7, 2015

FULTON, MD

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

Jul 31, 2024

Aug 6, 2024

Firm change

Ibd to ibd

PLANNING SOLUTIONS GROUP, LLC

COMMONWEALTH FINANCIAL NETWORK

Jan 7, 2015

Feb 20, 2015

Firm change

Other