DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Donald George Sharko

LPL Financial LLCBD affiliatedOrland Park, Il dual registrantIAPD 1307411

Feed of 09/15/2026

At current firm

3 y

since Dec 12, 2022

In the industry

41 y

since Nov 6, 1984 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Dec 12, 2022 · Orland Park, Il
Lasalle St. Investment Advisors, L.L.C. BD affiliated
Mar 28, 2011 to Dec 9, 2022 · Orland Park, Il
RBC Capital Markets, LLC national BD
Nov 16, 2010 to Mar 31, 2011 · Palos Heights, Il
Wells Fargo Advisors wirehouse
Jan 1, 2008 to Jun 27, 2008 · Palos Heights, Il
A. G. Edwards & Sons, Inc. unclassified
Aug 22, 2005 to Jan 1, 2008 · Orland Park, Il

Moves

a registration end followed by a registration begin elsewhere

Lasalle St. Investment Advisors, L.L.C. to LPL Financial LLC
left Dec 9, 2022, registered Dec 12, 2022 (3 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
RBC Capital Markets, LLC to Lasalle St. Investment Advisors, L.L.C.
left Mar 31, 2011, registered Mar 28, 2011 (-3 days) · Other
Wells Fargo Advisors to RBC Capital Markets, LLC
left Jun 27, 2008, registered Nov 16, 2010 (872 days) · Wirehouse to affiliated broker-dealer or bank
A. G. Edwards & Sons, Inc. to Wells Fargo Advisors
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

Donald George Sharko left Lasalle St. Investment Advisors, L.L.C. for Lpl Financial Llc (registered 2022-12-12)
Dec 9, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 41derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address