FEC Monitor

Donors — Filing 1916011

LPL Financial LLC Political Action Committee (LPL PAC) (C00486217) · F3X M9 · 2025-08-01 → 2025-08-31 · .fec · back to dashboard

264 donorss.

Date Contributor Type Employer Occupation Amount
2025-08-29 Angela Vlach IND Financial Advocates Financial Advisor $1,250.00
2025-08-29 Rick Sheehan IND LPL Financial SVP, Compliance $576.93
2025-08-29 Rich Steinmeier IND LPL Financial Chief Executive Officer $576.93
2025-08-29 Judy Ricketts IND LPL Financial EVP, Operations $576.93
2025-08-29 Nate Saint Victor IND Information Requested EVP, Deputy General Counsel $576.90
2025-08-29 Marc Cohen IND LPL Financial Group MD, Business Strategy & Innovati $576.90
2025-08-29 John O'Neill IND LPL Financial EVP, Service & Supervision $576.90
2025-08-29 Aneri Jambusaria IND LPL Financial GMD, Chief Wealth Officer $576.90
2025-08-29 Matt J Audette IND LPL Financial President and Chief Financial Officer $576.90
2025-08-29 Ken Hullings IND LPL Financial LLC EVP, Institution Success Mgmt $576.90
2025-08-29 Cheri Belski IND LPL Financial EVP, Head of Investment Management Sol $576.90
2025-08-29 Tom Gannon IND LPL Financial EVP, Chief Advocacy Officer $576.90
2025-08-29 Matthew Enyedi IND LPL Financial LLC GMD, Chief Client Officer $576.90
2025-08-29 Marc Freedman IND LPL Financial, LLC Financial Advisor - Employee $576.90
2025-08-29 Elizabeth Sieghardt IND Information Requested SVP, LPL Owned Wealth Management Busin $288.45
2025-08-29 Ryan McClain IND LPL Financial LLC VP, Growth Partner $288.45
2025-08-29 Peter Vincent IND LPL Financial EVP, Head of Field Management $288.45
2025-08-29 Kevin Hong IND LPL Financial EVP, Product & Platform Mgmt $288.45
2025-08-29 Cameron Dale Ricker IND Information Requested VP, Government Relations $288.45
2025-08-29 Hillary Russell IND LPL Financial SVP, Relationship Management $138.45
2025-08-29 Zoran Konrad IND Lpl Financial Llc VP, Data Svc Engineer Mgr $115.44
2025-08-29 Clare Kiesel IND LPL Financial SVP, Business Line Leader $115.38
2025-08-29 Lee Christopher IND LPL SVP, Strategic Business Dev $115.38
2025-08-29 Al Thusnavis IND Information Requested VP, Product Management $115.38
2025-08-29 Kristie Edling-Day IND LPL Financial, LLC EVP, Chief Information Officer $115.38
2025-08-29 Giri Vattikonda IND LPL Financial SVP, Technology $115.38
2025-08-29 Scott Belous IND LPL Financial EVP, Investor Experience $115.38
2025-08-29 Katy Reeping IND Information Requested EVP, Chief Accounting Officer $115.38
2025-08-29 Kathy Bakke IND LPL Financial LLC EVP, Talent Management $115.38
2025-08-29 Tasneem Hajara IND Information Requested SVP, Technology $115.38
2025-08-29 Frank Samuel Perri IND LPL Financial VP- LPLIA & Insurance Compliance Cover $115.38
2025-08-29 Jennifer Bowman IND LPL Financial SVP, Client Communities $115.38
2025-08-29 Tracy Mazzoni IND Information Requested SVP, Advisory Consulting $115.38
2025-08-29 Brian Tramontano IND LPL Financial VP, Success Manager $115.38
2025-08-29 Tara Gilchrist IND LPL Financial LLC SVP, Compliance $115.38
2025-08-29 Eric Vidal IND LPL Financial SVP, Strategic Business Dev $115.38
2025-08-29 Christa Carone IND LPL Financial MD, Chief Marketing Officer $115.38
2025-08-29 John Kerr IND LPL Financial VP, Financial Advisor $115.38
2025-08-29 Jamie Wice IND LPL Financial VP, Governance & Controls $57.72
2025-08-29 Xeth Waxman IND LPL Financial VPII, Software Dev Mgr $57.72
2025-08-29 Gary B B Carrai IND LPL Financial MD, Chief Product Officer $57.72
2025-08-29 Kevin Pollard IND LPL Financial VP, Product & Program Mgmt $57.72
2025-08-29 Craig Lyons IND Lpl Financial Llc AVP Tech, Digital Production $57.72
2025-08-29 Vance Kirksey IND LPL Financial SVP, Learning, Culture & Engmt $57.72
2025-08-29 Joanna Ruth Kanakis IND LPL Financial SVP Inst,Prod Manu BD seg ldr $57.69
2025-08-29 Marc Zabicki IND LPL Financial Chief Investment Officer $57.69
2025-08-29 Brandon Pilas IND LPL Financial Corp Events & Conferences Planner $57.69
2025-08-29 Marc A. Buchan IND LPL Financial SVP Finance, Product & Technology $57.69
2025-08-29 Tony Byrne IND LPL Financial SVP, Associate General Counsel $57.69
2025-08-29 Mary Kate Clement IND LPL Financial VP, Government Relations $57.69
2025-08-29 Jeff Cox IND Information Requested SVP, Client Compensation - Business Ow $57.69
2025-08-29 Adam J Baker IND LPL Financial, LLC SVP, Supervision $57.69
2025-08-29 John R. R Cronin IND LPL Financial VP, Government Relations $57.69
2025-08-29 Andrew Hart IND LPL Financial VP, Advisory Consulting $42.12
2025-08-29 Nathan Makla IND LPL Financial AVP, PAC Manager $42.12
2025-08-29 Greg Bailey IND LPL Financial VP, Assistant General Counsel $42.09
2025-08-29 Rebecca Chiccino IND LPL Financial VP, Strategic Accounts $42.09
2025-08-29 Michael Doshier IND LPL SVP, Retirement Partners $38.46
2025-08-29 Cheryl Trinidad IND LPL Financial LLC SVP, Conference Experiences $38.46
2025-08-29 Joy Schofield IND LPL Financial AVP, Finance $19.23
2025-08-29 Salim Bootwala IND LPL Financial VPII, Tech Integration Mgr $19.23
2025-08-21 Kim Van Leeuwen IND Retired Retired $416.67
2025-08-20 Kenneth William Van Leeuwen IND VAN LEEUWEN & COMPANY, LLC Managing Director $416.66
2025-08-20 Graham Charles Green IND Jackson Square Financial Principal $416.65
2025-08-15 Luke Russell IND Upstream Investment Partners Wealth Planner $100.00
2025-08-15 Cory Triolo IND LPL Financial EVP, Head of XD, M&A Transformation an $83.33
2025-08-15 Richard Wallace IND LPL Financial SVP, Associate General Counsel $76.92
2025-08-14 Mark Stevens IND STEVENS BOUTILIER FINANCIAL ADVISORS Financial Advisor $500.00
2025-08-14 Loreen Michelle Gilbert IND WealthWise Financial Services CEO $499.98
2025-08-14 Don Clark IND OPUVEST Managing Principal $416.68
2025-08-14 Robert W. Scott IND Main Street Wealth Management Managing Partner $416.66
2025-08-14 Andrew Clark Blease IND BLEASE FINANCIAL SERVICES INC Information Requested $416.66
2025-08-14 Larry DEMAR Boggs IND BOGGS COMPANY WEALTH MANAGEMENT Advisor $416.66
2025-08-14 Cary Ann Wong IND GMT Wealth Management Advisor $416.66
2025-08-14 Richard Lewis Williams IND STRATEGIC FINANCIAL PARTNERS LTD Managing Principal $416.66
2025-08-14 James A Cox, Iii IND Harris Financial Group Information Requested $416.66
2025-08-14 Casey DOUGLAS Craig IND Highlander Financial Group Financial Advisor $416.66
2025-08-14 Kimberly Joan Deprospero IND Financial Strategies Group Advisor $416.66
2025-08-14 Richard Donahue IND ASSET ADVISORS Financial Consultant $416.66
2025-08-14 Lance Eric Dueker IND Thiesen Dueker Modern Wealth Managemen Financial Advisor $416.66
2025-08-14 SHON E. FLAHARTY, CFP IND Flaharty Asset Management CEO $416.66
2025-08-14 Ryan Flynn, Cfp Chfc IND Vallum Wealth Management Financial Advisor $416.66
2025-08-14 Anthony WILLIAM Frigoletto IND RIVERS EDGE WEALTH PARTNERS Advisor $416.66
2025-08-14 Devin Joshua Garofalo IND Colonial River Wealth Management Advisor $416.66
2025-08-14 STEVEN Lee VAN HOUTEN IND LIFETIME FINANCIAL ADVISORS INC Advisor $416.66
2025-08-14 Tom Michael Tye, Cfp IND Tye Financial group Financial Advisor $416.66
2025-08-14 Tyler David Hirth IND RUNNING WEALTH MANAGEMENT GROUP INC Advisor $416.66
2025-08-14 David Jenner Hubbard IND Exemplar Financial Network Financial Advisor $416.66
2025-08-14 Jennifer Strong IND Strong Financial Network Information Requested $416.66
2025-08-14 Jimmy Lee IND The Wealth Consulting Group Information Requested $416.66
2025-08-14 Theodore Rocco Massaro, Chfc IND M Financial Planning Services Advisor-OSJ $416.66
2025-08-14 Brian Oettinger, Cfp IND Vintage Financial Partners Financial Advisor $416.66
2025-08-14 Avinash Kochikar Pai IND PROVENCE WEALTH MANAGEMENT GROUP Financial Advisor $416.66
2025-08-14 James T. Parks, Cfp, Aif IND Parks Wealth Management Wealth Manager $416.66
2025-08-14 Jay Richard Spector IND BARTON SPECTOR WEALTH STRATEGIES Advisor $416.66
2025-08-14 Andrea Pease IND PROEAST ASSET MANAGEMENT Advisor $416.66
2025-08-14 Gregory R. Powell, Cima IND FIPLAN PARTNERS Financial Advisor $416.66
2025-08-14 R. Mark Shepherd, Aif IND Shepherd Financial Partners Financial Advisor $416.66
2025-08-14 T. Wayne Rigney IND Rigney Financial Services Principal $416.66
2025-08-14 Andrew Schelitzche IND Manifest CEO $416.66
2025-08-14 Kerrick Walter Bubb IND KWB Wealth Wealth Manager $416.00
2025-08-14 Michael S Brady IND Independent Advisor Group Financial Consultant $416.00
2025-08-14 Carlo Anthony Panaccione IND NAVIGATION GROUP INC Private Wealth Advisor $333.32
2025-08-14 Robert L Errico, Cfp Aif IND ROBERT ERRICO PRIVATE FAMILY WEALTH AD Financial Advisor $250.00
2025-08-14 Sandra Cho IND Pointwealth Capital Management Wealth Manager $250.00
2025-08-14 Lawrence Nelson Leitch IND SFG Wealth Management Partner $250.00
2025-08-14 Edward PAUL Gormley IND SUSQUEHANNA FINANCIAL ADVISORS CPA, CFP $208.34
2025-08-14 Brian Robert Pultro IND Pultro Financial Management Broker $208.32
2025-08-14 John P Stevens IND Stevens Investment Group Inc Wealth Advisor $208.32
2025-08-14 Michael Anthony Laporte IND LAPORTE FINANCIAL Finacial Advisor $208.32
2025-08-14 Michael Dennis Shanahan, Cfp IND High Bluff Private Wealth Financial Advisor $208.32
2025-08-14 Peter E Ledebuhr IND MLM WEALTH MANAGEMENT Advisor $208.32
2025-08-14 Gerald Thomas Goss IND GWM ADVISORS Advisor $208.32
2025-08-14 Francis Haas IND JACOBI CAPITAL MANAGEMENT, LLC Financial Consultant $208.32
2025-08-14 Corey LEE Basehore IND Polaris Advisors Advisor $208.32
2025-08-14 SEAN PATRICK MCDERMOTT CFP IND LPL Financial LLC CFP $208.32
2025-08-14 G. Ward Keever, Iv IND Covenant Wealth Strategies Information Requested $208.32
2025-08-14 JOHN KIM IND Symphony Financial Services, Inc Principal $208.32
2025-08-14 William HENRY Crew, Iii, Cfp IND CREW ILL WEALTH MANAGEMENT Financial Advisor $200.00
2025-08-14 Julia Michelle Carlson IND Financial Freedom Wealth Management Gr Information Requested $200.00
2025-08-14 Christine Staib IND ENTIRETY WEALH MANAGERS Financial Advisor/President $166.66
2025-08-14 John D Glover, Jr. IND Wellspring Wealth Information Requested $166.66
2025-08-14 Gary M Stanislawski IND DRAWBRIDGE CAPITAL President $166.66
2025-08-14 JOHN Michael FINN IND FINN MEEHAN WEALTH MANAGEMENT Advisor $166.66
2025-08-14 Chris Patrick Compton IND Red Oak Financial Financial Advisor $166.66
2025-08-14 Andrew C. C Karlinski, Cfp IND AK Financial Group President/Owner $166.66
2025-08-14 Frank Fantozzi IND Return on Life Wealth Partners Financial Adviser $125.00
2025-08-14 Will Zimmerman IND CEDAR RIDGE WEALTH MANGEMENT GROUP Advisor $125.00
2025-08-14 Keith Carl Lund IND Dynamic Financial Advisors Financial Advisor $100.00
2025-08-14 Arthur R. Salomon IND SALOMON CO Financial Advisor-CEO $100.00
2025-08-14 Sean Ray IND ATHENS INVESTMENT CENTER Financial Adviser $100.00
2025-08-14 PAUL HUMMEL IND Investment Center Advisor Group Owner $100.00
2025-08-14 Edwin S Blanchard IND Blanchard Wealth Management Advisor $100.00
2025-08-14 Gary Scott Sluck IND ANCHOR FINANCIAL ASSOCIATES Financial Advisor $83.34
2025-08-14 Mark Stephen Cruise IND The Virtus Group Financial Advisor $83.34
2025-08-14 Daniel Scott Tresemer, Cfp IND ONPATH FINANCIAL Financial Advisor $83.34
2025-08-14 Brian Hentz IND GRAUNKE HENTZ WEALTH MANAGEMENT Vice President $83.34
2025-08-14 James Sullivan IND HYBRID PRIVATE ADVISOR GROUP LPL Registered Principal $83.34
2025-08-14 Jason Robert Waybright IND Waybright Financial Group Advisor $83.34
2025-08-14 Joseph Caldera IND Caldera Wealth Management Group Asset Management Specialist $83.34
2025-08-14 Suzanneschmitz Laese IND UPSTATE PROFESSIONAL PLANNING SERVICES Financial Advisor $83.34
2025-08-14 Harold Laudien IND Mercer Wealth Management CEO $83.34
2025-08-14 Richard J Lombardi IND Integrated Financial Group Financial Advisor $83.34
2025-08-14 Steven Scott Witek IND Witek Wealth Management Advisor $83.34
2025-08-14 Matthew V Merzoian, Crps IND RPAS RETIREMENT PLAN ADVISORY SERVICES Matthew Merzoian Crps $83.34
2025-08-14 James THOMAS Barnette (Jr) IND HYBRID GLOBAL ADVISOR GROUP Financial Advisor $83.34
2025-08-14 Robert Allen Paul IND LPL Financial Financial Advisor $83.34
2025-08-14 David Hamilton Gaynes IND Gaynes Financial Services Financial Advisor $83.34
2025-08-14 M. Kathy Dicenso IND DICENSO ASSOCIATES Financial Advisor $83.34
2025-08-14 George Robert Meyer IND PARK MEYER ADVISORS Financial Advisor $83.32
2025-08-14 Christian Christian Bridges IND THIRTEEN TWENTYTWO ADVISORS Financial Advisor $83.32
2025-08-14 Daniel Oscar Uribe IND Good Wealth Management Financial Advisor $83.32
2025-08-14 Grace Yung IND MIDTOWN FINANCIAL GROUP Financial Advisor $83.32
2025-08-14 Robert Cadena IND Retirement Solutions Investment Advisor $83.32
2025-08-14 Steven Leshner IND CIMGPARTNERS President $83.32
2025-08-14 David Paul Gilliam IND DAVID P GILLIAM ASSOCIATES Advisor $83.32
2025-08-14 Steven Andre Lone IND HOLLANDER LONE MAXBAUER Advisor $83.32
2025-08-14 Margaret Suzanne Kosmerl IND Blue Heron Financial Group Financial Advisor $83.32
2025-08-14 Joel Warren Malakoff IND MASTER WEALTH Financial Advisor $83.32
2025-08-14 Joshua Stein IND Stein Wealth Advisors Advisor $83.32
2025-08-14 William Anthony Anthony Martin IND Martin Wealth Management Financial Advisor $83.32
2025-08-14 Christopher LEE Adajar IND FORUM WEALTH MANAGEMENT INC Advisor $83.32
2025-08-14 Robert Arthur Matson IND ROBERT A MATSON CLU CHFC Owner $83.32
2025-08-14 Chris Michael Hagen IND Hagen Wealth Management Financial Advisor $83.32
2025-08-14 John Henly Chaulklin IND FIDELITY FINANCIAL SERVICES Advisor $83.32
2025-08-14 Erica Dee Dekko IND Dekko Investment Services financial planner $83.32
2025-08-14 Mark JOESPH White IND KARPF WHITE AND ASSOCIATES WEALTH MANA Financial Advisor $83.32
2025-08-14 Shari Diane Miller IND Symbio Financial Partners manager $83.32
2025-08-14 Emilio John Morrone, Cfp(R) IND One Financial Services Financial Advisor $83.32
2025-08-14 Carey Steven Moy IND NEPARA WEALTH MANAGEMENT Financial Advisor $83.32
2025-08-14 Anthony Cisneros IND RTI Wealth Management Advisor $83.32
2025-08-14 Julie M. M Murphy IND Sequoia Wealth Management Business Owner $83.32
2025-08-14 Ivan Illan, Aif,Cfs IND ALIGNE WEALTH ADVISORS INVESTMENT MANA Advisor $83.32
2025-08-14 Michael Boyer, Cfp IND BOYER FINANCIAL PLANNING INC Branch Manager / OSJ $83.32
2025-08-14 Ryan C Todd IND GREAT VALLEY ADVISOR GROUP Financial Advisor $83.32
2025-08-14 Robert Smith Collins Iii IND The Wealth Management Group Registered Principal $83.32
2025-08-14 G. Gregory Bernhard Cfp IND PLUM TREE FINANCIAL INC Financial Advisor $83.32
2025-08-14 Anthony James Apostolidis IND LIFE PATH WEALTH ADVISORS Advisor $83.32
2025-08-14 Donald Warren Patrick IND IFG ADVISORY Managing Director $83.32
2025-08-14 J. 'Jerri' Hewett, Cfp IND IFG ADVISORY Pres $83.32
2025-08-14 Robert Alan Davenport, Cfp IND KPP Advisory Services Advisor $83.32
2025-08-14 Jim D Blount IND THE POINT FINANCIAL GROUP INC President $83.32
2025-08-14 Kimberly Jane Herman IND KMH Financial Services Owner $83.32
2025-08-14 Ann KAY Slechta IND Gladstone Wealth Partners CEO $83.32
2025-08-14 William Hensler IND GATEWAY INVESTMENT SERVICES Financial Advisor $83.32
2025-08-14 Lori Ann Watt, Cfp IND IAG Wealth Partners Financial Advisor $83.32
2025-08-14 Carol Sarracino IND WADDELL & REED FINANCIAL ADVISORS Financial Consultant $83.32
2025-08-14 Joey LYNN Price IND OUACHITA FINANCIAL ADVISORS Wealth Advisor $83.32
2025-08-14 Sanjay Wagle IND Strategic Wealth Group Financial Advisor $83.32
2025-08-14 Lynn George Frehner Cfp Ms IND Frehner Wealth Management Founder $83.32
2025-08-14 John H Berry IND CORNER POST FINANCIAL PLANNING financial planner $83.32
2025-08-14 Doris Ann Dollar Kuretich IND Dollar Wealth Management Financial Advisor $83.32
2025-08-14 Craig Richard Cutler IND CUTLER WEALTH PLANNING Advisor $83.32
2025-08-14 David Raday IND TIC Financial Services CEO $83.32
2025-08-14 Salvatore Diciaccio IND Research Financial Group President $83.32
2025-08-14 Paul Mccann Goodworth IND GOODWORTH WEALTH MANAGEMENT Advisor $83.30
2025-08-14 Robert John Eldred, Cfp IND Robert J Eldred CFP Financial Advisor $60.00
2025-08-14 Bob Tucker IND LPL Financial Wealth Manager $48.89
2025-08-14 Jennifer Braccio IND LPL Financial Advisor $43.66
2025-08-14 Leonard Charles Borcky Jr. IND Independent Advisor Group Advisor $43.66
2025-08-14 Scott W Yanker IND The Yanker Group Financial Advisor $42.00
2025-08-14 Darin Stevens IND ELEVATED WEALTH PARTNERS financial planner $41.68
2025-08-14 John M Abood, Cfp IND INVESTMENT MANAGEMENT PLANNING Financial Advisor $41.67
2025-08-14 David Edward Scott IND LPL FINANCIAL PRACTICE OF DAVID E. SCO LPL Registered Principal $41.66
2025-08-14 Jeffrey James Schmeltekopf IND HYBRID DEAN JACOBSON FINANCIAL SERVICE Owner / Partner $41.66
2025-08-14 Timothy Carl Satre IND SATRE ASSOCIATES Financial Consultant $41.66
2025-08-14 William Edward Ryan, Jr., Cfp IND Private Advisor Group Financial Advisor $41.66
2025-08-14 Michael Francis Pultro IND Pultro Financial Management Advisor $41.66
2025-08-14 Eric Vernon Shore IND SHORE WEALTH MANAGMENT Financial Advisor $41.66
2025-08-14 TAMARA Lynn SHUMATE BROWN IND LPL Financial Advisor $41.66
2025-08-14 Daniel Crozier IND LPL Financial Advisor $41.66
2025-08-14 Ronald William Cavill IND Marshall Investment Management Advisor $41.66
2025-08-14 Thomas Edward Castillo IND Castillo Wealth Management Financial Advisor $41.66
2025-08-14 Anthony Michael Calabrese, Cfp IND BEACON WEALTH CFP $41.66
2025-08-14 Mark R. Ransom Brown IND BROWN COMPANY Managing Partner $41.66
2025-08-14 Lance Allen Browning IND Income Solutions Wealth Management Financial Advisor $41.66
2025-08-14 Robert Winston, Cfp IND VISION FINANCIAL MANAGEMENT Advisor $41.66
2025-08-14 Robert W. Borek Jr., Cfp IND Wealth APD Financial Advisor $41.66
2025-08-14 Michael Woodman IND Northeast Planning Associates Financial Advisor $41.66
2025-08-14 Brian Michael Bernatchez, Cfp IND GOlden Pond Wealth Management financial adviser managing director $41.66
2025-08-14 JOHN BAYS IND Lewis Wealth Management Financial Advisor $41.66
2025-08-14 Jaime Barretta IND BARRETTA WEALTH MANAGEMENT, INC Financial Advisor $41.66
2025-08-14 Francis Xavier Astorino IND The Astorino Financial Group President $41.66
2025-08-14 Martin Jude Potier IND Potier Financial Financial Consultant $41.66
2025-08-14 Steven Charles Small IND NORTHWEST CAPITAL FINANCIAL GROUP President $41.66
2025-08-14 Mary Catherine Pascarella IND Perennis Financial Planning Investment Advisor Representative $41.66
2025-08-14 Stephen John Spoltman IND SUMMIT CONSULTANTS, INC Advisor $41.66
2025-08-14 Darrell Paul Ourso IND Ourso Financial Group LPL Financial Advisor $41.66
2025-08-14 Carrie RAE Mullins IND Firenze Wealth Management CEO & Wealth Advisor $41.66
2025-08-14 Adam Philip Marone IND Independent Advisor Group Advisor $41.66
2025-08-14 Larry William Makatura IND Trilogy Financial Financial Advisor $41.66
2025-08-14 Robert D Lyman Jr. IND Sequoia Wealth Management MANAGING PARTNER $41.66
2025-08-14 David Blandin La Pointe IND La Pointe Wealth Advisors Financial Advisor $41.66
2025-08-14 Michael W. Kretz IND Keystone Financial Group Financial Advisor $41.66
2025-08-14 Marc Hamilton Stone, Cfp IND Tyler Stone Group President $41.66
2025-08-14 Cain Benjamin Kobert, Cfp IND IHT Wealth Management President $41.66
2025-08-14 Wayne Allan Jacobson, Crpc IND JACOBSON CO Financial Advisor $41.66
2025-08-14 Mike Timothy Tarrant IND IFG ADVISORY Advisor $41.66
2025-08-14 Todd Freeman Homer IND Integrity Wealth Advisors Financial Advisor $41.66
2025-08-14 James Rupert Henry IND CROSSROADS WEALTH MANAGEMENT Securities and Insurance Sales $41.66
2025-08-14 MARK HELPHINSTINE IND BLEASE FINANCIAL SERVICES INC Financial Consultant $41.66
2025-08-14 Phil Guerrero, Cfp IND PMG Wealth Management Advisor $41.66
2025-08-14 Thomas David Van Geffen IND Van Geffen Group Financial Advisor $41.66
2025-08-14 Brian Scott Graf IND INVESTMENT SOLUTION SERVICES Financial Advisor $41.66
2025-08-14 Miguel Gonzalez IND Cortburg Retirement Advisors Financial Advisor $41.66
2025-08-14 Betty Vargas IND Pontem Financial Advisor $41.66
2025-08-14 William Fisher IND Fisher Wealth Management Advisor $41.66
2025-08-14 James Edward Dy IND Private Advisor Group Financial Advisor $41.66
2025-08-14 Anthony Angelo Delpozzo, Chfc IND VISTA FINANCIAL GROUP TAGLINE LIVE YOU Financial Advisor $41.66
2025-08-14 Lisa Courtney Wagoner,Cpa,Cfp IND The Cornerstone Group Financial Advisor $41.66
2025-08-14 Michael Cunningham IND Mike Cunningham Investments Financial Advisor $41.66
2025-08-14 Patrick Gallagher IND Wealth Bridge Financial Group Advisor $30.40
2025-08-14 Lynn Rose Habrowski, Cfp IND Great Lakes Wealth Planning Financial Advisor $30.40
2025-08-14 Michael John Guarino Iii IND Main Street Wealth Management Financial Adviser $30.40
2025-08-14 Steven Cunningham IND Mike Cunningham Investments Information Requested $30.40
2025-08-14 Raul Alfonso Isern IND Atlantic Family Wealth Wealth Advisor $30.40
2025-08-14 John Michael Walborn IND WALBORN ASSOCIATES INC CFP $30.40
2025-08-14 John Simone IND Secure Planning Group LLC Managing Partner $23.32
2025-08-14 Bryson Blair Braden IND Denver Wealth Management Managing Partner & CCO $21.82
2025-08-10 Linda Delaney IND LPL Financial SVP, Business Mgmt $1,000.00
2025-08-10 Ken Hullings IND LPL Financial LLC EVP, Institution Success Mgmt $83.33
2025-08-09 Bradley Benjamin Harris IND Perennial Financial Services Managing Director Retirement-Planning $300.00
2025-08-04 Eldon Dryden Pence, Iii IND FP PENCE CAPITAL MANAGEMENT Chief Investment Officer $5,000.00
2025-08-04 Michael Pugh IND Fusion Financial Group Information Requested $1,000.00