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

Jan 14, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

3

Exams

S63|S66

First exam

Jan 14, 2010

First registration

Jul 22, 2015

Dual registered

yes, broker-dealer

Other names

JEROME WILLIAMS|JERRY WILLIAMS|JERRY WILLIAMS

IAPD individual key

5733746

• Occurred

  Dec 31, 2025
  Advisor departed, no destination yet

  Jerome Carl Williams no longer registered at Lexco Wealth Management, Inc.; no later IA registration on IAPD

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f6a7c5c9-4e96-5d08-e2b6-f522558f7308

First observed

Jul 22, 2015

Last observed

Sep 14, 2026 6 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.