DFX Intelligence
Advisor moves
Departures from LPL Financial LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Alejandro Carrasquel | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2026 | Mar 6, 2026 |
| Carla Rae Bailey | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2026 | Feb 17, 2026 |
| Gregory Deonn Berryhill | LPL Financial LLC BD affiliated | Worth Wealth Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 3, 2026 | Mar 18, 2026 |
| Juan Manuel Herrera | LPL Financial LLC BD affiliated | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Mar 3, 2026 | Feb 25, 2026 |
| Adam Clint Mcbride | LPL Financial LLC BD affiliated | Worth Wealth Advisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Mar 3, 2026 | Mar 23, 2026 |
| Kevin Javier Stewart | LPL Financial LLC BD affiliated | Modera Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2026 | Mar 9, 2026 |
| Xavier Zamora | LPL Financial LLC BD affiliated | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2026 | Mar 18, 2026 |
| Michelle Lee Hansen | LPL Financial LLC BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 28, 2026 | Jun 1, 2026 (93 d) |
| Tyler James Morin | LPL Financial LLC BD affiliated | U.S. Bancorp Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 28, 2026 | Feb 20, 2026 |
| Daniel James O'Rourke | LPL Financial LLC BD affiliated | Strathmore Capital Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 27, 2026 | Mar 6, 2026 |
| Matthew Adlard | LPL Financial LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Feb 27, 2026 | Mar 5, 2026 |
| Matthew John Gonzales | LPL Financial LLC BD affiliated | Ing Wealth state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 27, 2026 | Mar 25, 2026 |
| Chadwick B Chilcot | LPL Financial LLC BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 26, 2026 | Apr 30, 2026 (63 d) |
| Brandon Alan Walls | LPL Financial LLC BD affiliated | Fortress Private Ledger, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 26, 2026 | Feb 2, 2026 |
| Cade Mower | LPL Financial LLC BD affiliated | Onedigital institutional | Other | Feb 26, 2026 | Feb 23, 2026 |
| Brady J Mcgovern | LPL Financial LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 26, 2026 | Mar 19, 2026 |
| Steven Joseph Heimermann | LPL Financial LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Feb 25, 2026 | Mar 4, 2026 |
| Russell Paul Karpf | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 25, 2026 | Feb 16, 2026 |
| John Sidney Morrison | LPL Financial LLC BD affiliated | Thirteen Twenty-Two Advisors no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Feb 25, 2026 | Jan 25, 2026 |
| Nathaniel Benjamin Hahn | LPL Financial LLC BD affiliated | Northeast Planning Associates, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 24, 2026 | Mar 31, 2020 |
| Alex Miguel Santillan | LPL Financial LLC BD affiliated | Inspire Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 24, 2026 | Feb 24, 2026 |
| Charlene Ann Laney | LPL Financial LLC BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 24, 2026 | Feb 17, 2026 |
| Joana Patricia Wright | LPL Financial LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 24, 2026 | Jul 21, 2026 (147 d) |
| Jacob Warren Rayl | LPL Financial LLC BD affiliated | First Command Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Feb 24, 2026 | Apr 24, 2026 (59 d) |
| Danny Lee Mcfadden | LPL Financial LLC BD affiliated | J. W. Cole Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 23, 2026 | Feb 16, 2026 |
| Kenneth Stansbury | LPL Financial LLC BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 23, 2026 | Mar 5, 2026 |
| Brian Wesley Urban | LPL Financial LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Feb 23, 2026 | Feb 13, 2026 |
| Kim Teresa Walker | LPL Financial LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Feb 19, 2026 | Jun 15, 2026 (116 d) |
| Marcus Burns | LPL Financial LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2026 | Feb 17, 2026 |
| Christopher Austin Collins | LPL Financial LLC BD affiliated | Edward Jones national BD | Affiliated broker-dealer or bank to another | Feb 18, 2026 | Nov 21, 2025 |
| Matthew Jones Fannin | LPL Financial LLC BD affiliated | International Assets Investment Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 17, 2026 | Feb 16, 2026 |
| Meghan Palumbo | LPL Financial LLC BD affiliated | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 17, 2026 | Feb 13, 2026 |
| Jennifer Meldrim | LPL Financial LLC BD affiliated | Solaris Strategic Wealth state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 17, 2026 | Feb 18, 2026 |
| Alberto Elias Hernandez | LPL Financial LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 17, 2026 | Jan 28, 2026 |
| Nicole Adrienne Milone | LPL Financial LLC BD affiliated | Solaris Strategic Wealth state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 17, 2026 | Feb 18, 2026 |
| Jeffrey R. Todd | LPL Financial LLC BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 13, 2026 | Feb 10, 2026 |
| Jeffrey Michael Walters | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2026 | Jan 22, 2026 |
| Clayton Drew Irwin | LPL Financial LLC BD affiliated | Signature Equity Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 12, 2026 | Feb 11, 2026 |
| Aidan Knox | LPL Financial LLC BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 12, 2026 | Feb 25, 2026 |
| Ryan Engle | LPL Financial LLC BD affiliated | Latitude Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 12, 2026 | Apr 1, 2026 (48 d) |
| James Andrew Ferrin | LPL Financial LLC BD affiliated | Asset One Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 11, 2026 | Feb 10, 2026 |
| Timothy Kenneth Meyers | LPL Financial LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 11, 2026 | Jan 29, 2026 |
| Patricia Florence Hudson | LPL Financial LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Feb 11, 2026 | Feb 23, 2026 |
| Steven Clarence Flowers | LPL Financial LLC BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 11, 2026 | Feb 10, 2026 |
| David Michael Plasse | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 11, 2026 | Feb 5, 2026 |
| Jaclyn M Kane | LPL Financial LLC BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Feb 11, 2026 | Apr 6, 2026 (54 d) |
| William Lewis Overstreet | LPL Financial LLC BD affiliated | Onedigital institutional | Other | Feb 11, 2026 | Feb 9, 2026 |
| Camden Marshall Collins | LPL Financial LLC BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 11, 2026 | Feb 11, 2026 |
| Carlos Ruano Morales | LPL Financial LLC BD affiliated | Bbva Global Wealth Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 11, 2026 | Mar 30, 2026 (47 d) |
| Steven Mezzo | LPL Financial LLC BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Feb 10, 2026 | Feb 12, 2026 |
| Chelsea Grace Shanahan | LPL Financial LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 10, 2026 | Feb 5, 2026 |
| Gehrig T Grzanka | LPL Financial LLC BD affiliated | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 10, 2026 | Feb 11, 2026 |
| Barbara Ann Tourscher | LPL Financial LLC BD affiliated | Secure Asset Management, L.L.C. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2026 | Feb 9, 2026 |
| Frank L. Martin | LPL Financial LLC BD affiliated | Row Management Inc. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 9, 2026 | Apr 21, 2026 (71 d) |
| Johnny Kim | LPL Financial LLC BD affiliated | Truist Advisory Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 9, 2026 | Jan 28, 2026 |
| Frederick William Martens | LPL Financial LLC BD affiliated | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Feb 9, 2026 | Mar 2, 2026 |
| Tia Rosehill | LPL Financial LLC BD affiliated | Waverly Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2026 | Feb 19, 2026 |
| Christopher King | LPL Financial LLC BD affiliated | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 6, 2026 | May 29, 2026 (112 d) |
| Craig Harrison Miller | LPL Financial LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Feb 6, 2026 | Feb 2, 2026 |
| Oscar Cortes | LPL Financial LLC BD affiliated | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 6, 2026 | Apr 2, 2026 (55 d) |
11,287 moves match.