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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

Tatiana McHugh

Advisor at J.P. MORGAN SECURITIES LLC

Palm Beach, FL

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Search this name across graphsid dfx:ria:fb02b9d6-b211-ac2b-87c0-b6a56189c26a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 1, 2012 to Sep 14, 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: J.P. MORGAN SECURITIES LLC
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 14, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: May 14, 2003
First registration: Feb 1, 2012
Dual registered: yes, broker-dealer
Other names: TATIANA MIHAELA LAZAR|TATIANA MIHAELA MCHUGH|TATIANA MIHAELA LAZAR|TATIANA MIHAELA LAZAR|TATIANA MICHAELA MCHUGH|MIHAELA T MCHUGH
IAPD individual key: 4633104

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
J.P. MORGAN SECURITIES LLC	Wirehouse	Jul 29, 2026	n/a	yes	Palm Beach, FL	Current employment
LPL ENTERPRISE, LLC	Bd affiliated wealth	Jun 3, 2025	Jun 4, 2026	no	Jupiter, FL\|MIAMI, FL\|MIAMI, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 23, 2019	May 20, 2025	no	WALNUT CREEK, CA\|CHARLOTTE, NC\|SAN FRANCISCO, CA\|PALM BEACH, FL\|SAVANNAH, GA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Jul 12, 2017	Jul 24, 2019	no	BERKELEY, CA\|EL CERRITO, CA\|Berkeley, CA\|Berkeley, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2013	Jun 19, 2017	no	RALEIGH, NC\|CHARLOTTE, NC\|RALEIGH, NC\|FUQUAY VARINA, NC\|CONCORD, CA\|ORINDA, CA\|PLEASANT HILL, CA\|WALNUT CREEK, CA\|LAFAYETTE, CA\|WALNUT CREEK, CA\|WALNUT CREEK, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Feb 1, 2012	Feb 25, 2013	no	CHAPEL HILL, NC	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
LPL ENTERPRISE, LLC	J.P. MORGAN SECURITIES LLC	Jun 4, 2026	Jul 29, 2026	55	Firm change	Ibd to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	LPL ENTERPRISE, LLC	May 20, 2025	Jun 3, 2025	14	Firm change	Wirehouse to ibd
J.P. MORGAN SECURITIES LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 24, 2019	Aug 23, 2019	30	Firm change	Wirehouse to wirehouse
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	J.P. MORGAN SECURITIES LLC	Jun 19, 2017	Jul 12, 2017	23	Firm change	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
79:7691:CA:2019-07-18	Jul 24, 2019	Aug 23, 2019	BERKELEY, CA	Firm change
7691:79:CA:2017-06-05	Jun 19, 2017	Jul 12, 2017	WALNUT CREEK, CA	Firm change

Relationships

Registered with (3)

→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jul 12, 2017 to Jul 24, 2019factForm ADV
→ LPL ENTERPRISE, LLCRegistered adviserregistration: previous registration
Jun 3, 2025 to Jun 4, 2026factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 23, 2019 to May 20, 2025factForm ADV

Dated events

Occurred
Jun 4, 2026
Advisor changed firm
Tatiana Mchugh left Lpl Enterprise, Llc for J.P. Morgan Securities Llc (registered 2026-07-29)
Form ADVobserved 5 days ago
Occurred
May 20, 2025
Advisor changed firm
Tatiana Mchugh left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Lpl Enterprise, Llc (registered 2025-06-03)
Form ADVobserved 5 days ago