Financial advisor
Michael Dworetsky
Now at LPL Financial · Palm Beach Gardens, FL
Registered as MICHAEL JAY DWORETSKY
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Michael Dworetsky | StoneX | LPL Financial | Breakaway | February 26, 2026 | $200M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| LPL FINANCIAL LLC | Investment adviser | January 21, 2026 | Current |
| LPL FINANCIAL LLC | Broker-dealer | January 20, 2026 | Current |
| STONEX SECURITIES INC. | Broker-dealer | October 15, 2024 | January 22, 2026 |
| TRUST ADVISORY GROUP LTD | Investment adviser | February 17, 2017 | January 22, 2026 |
| AGES FINANCIAL SERVICES, LTD. | Broker-dealer | February 6, 2017 | September 23, 2024 |
| SOURCE CAPITAL GROUP, INC. | Investment adviser | October 18, 2006 | February 10, 2017 |
| SOURCE CAPITAL MANAGEMENT | Investment adviser | June 8, 2004 | October 17, 2006 |
| SOURCE CAPITAL GROUP, INC. | Broker-dealer | May 20, 2004 | February 10, 2017 |
| UBS FINANCIAL SERVICES INC. | Broker-dealer | January 28, 1995 | May 26, 2004 |
| UBS FINANCIAL SERVICES INC. | Investment adviser | January 22, 1992 | May 26, 2004 |
| KIDDER, PEABODY & CO. INCORPORATED | Broker-dealer | July 20, 1990 | January 28, 1995 |
| PRUDENTIAL-BACHE SECURITIES INC. | Broker-dealer | July 21, 1983 | July 16, 1990 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.