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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

JORDAN MICHAEL SATHOFF

Advisor at LPL FINANCIAL LLC

Hillsboro, IA | SAN DIEGO, CA | HILLSBORO, IA

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Search this name across graphsid dfx:ria:fb590602-c887-9c58-df95-e1b72ecc0be2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 13, 2013 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: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: May 10, 2013
First registration: May 13, 2013
Dual registered: yes, broker-dealer
IAPD individual key: 6060553

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	Mar 14, 2024	n/a	yes	SAN DIEGO, CA\|HILLSBORO, IA\|Hillsboro, IA	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Oct 20, 2018	Mar 21, 2024	no	FAIRFIELD, IA\|Keokuk, IA\|Packwood, IA\|Pilot Grove, IA\|West Point, IA\|Winfield, IA\|West Burlington, IA\|Donnellson, IA\|Houghton, IA\|Ft Madison, IA\|Fairfield, IA\|Byron Center, MI\|Hillsboro, IA\|Nunica, MI	Previous registration
INVESTMENT ADVISORS CORP	Former SEC adviser	Jul 22, 2016	Oct 20, 2018	no	MT. PLEASANT, IA\|PILOT GROVE, IA	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	May 13, 2013	Jun 28, 2016	no	FAIRFIELD, IA	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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	LPL FINANCIAL LLC	Mar 21, 2024	Mar 14, 2024	-7	Firm change	Ibd to ibd
INVESTMENT ADVISORS CORP	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Oct 20, 2018	Oct 20, 2018	0	Bulk transfer	Ibd to ibd
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	INVESTMENT ADVISORS CORP	Jun 28, 2016	Jul 22, 2016	24	Firm change	Other

Relationships

Registered with (3)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Mar 14, 2024 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Oct 20, 2018 to Mar 21, 2024factForm ADV
→ INVESTMENT ADVISORS CORPRegistered adviserregistration: previous registration
Jul 22, 2016 to Oct 20, 2018factForm ADV

Dated events

Occurred
Mar 21, 2024
Advisor changed firm
Jordan Michael Sathoff left Cambridge Investment Research Advisors, Inc. for Lpl Financial Llc (registered 2024-03-14)
Form ADVobserved 4 days ago