Advisor moves

Departures from LPL Enterprise, 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.

AdvisorFromToTypeLeftRegistered
Joshua Robert DoddsLPL Enterprise, LLC no RAUMStrategic Advisers LLC national BDOtherFeb 7, 2025Jan 27, 2026 (354 d)
Matthew ConroyLPL Enterprise, LLC no RAUMFortis Group Advisors LLC independent RIAOtherFeb 7, 2025Jun 17, 2025 (130 d)
Kyle TreadwellLPL Enterprise, LLC no RAUMPrincipal Securities, Inc. BD affiliatedOtherFeb 6, 2025Feb 4, 2025
Scott RichardsLPL Enterprise, LLC no RAUMPnc Wealth Management BD affiliatedOtherFeb 5, 2025Jan 29, 2025
Anne Belmonte LuburicLPL Enterprise, LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 4, 2025Feb 13, 2025
Lance Anthony SilvaLPL Enterprise, LLC no RAUMAmeriprise Financial Services, LLC national BDOtherFeb 3, 2025Jan 27, 2025
Michael Jay SatoLPL Enterprise, LLC no RAUMBuck Wealth Strategies, LLC independent RIAOtherFeb 3, 2025Jan 29, 2025
Hannah KennicottLPL Enterprise, LLC no RAUMTruist Advisory Services, Inc. BD affiliatedOtherFeb 3, 2025Mar 18, 2025 (43 d)
Chloe Amber SkroberLPL Enterprise, LLC no RAUMNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 3, 2025Jul 23, 2025 (170 d)
Donald Brady BorellaLPL Enterprise, LLC no RAUMEquitable Advisors, LLC national BDOtherFeb 3, 2025Feb 24, 2025
William Lloyd DornikLPL Enterprise, LLC no RAUMUBS Financial Services Inc. wirehouseOtherJan 30, 2025Jan 23, 2025
Sam ChouliLPL Enterprise, LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherJan 30, 2025Jan 23, 2025
Lucas FersterLPL Enterprise, LLC no RAUMLPL Financial LLC BD affiliatedOtherJan 29, 2025Jan 29, 2025
Maurice A RouquetteLPL Enterprise, LLC no RAUMCetera Investment Advisers LLC BD affiliatedOtherJan 27, 2025Jan 27, 2025
Stasie JonesLPL Enterprise, LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 27, 2025Mar 6, 2025 (38 d)
Carlos SacasaLPL Enterprise, LLC no RAUMBorger Capital Management LLC state registeredOtherJan 27, 2025Dec 4, 2025 (311 d)
Dominic Joseph ParcelsLPL Enterprise, LLC no RAUMTruist Advisory Services, Inc. BD affiliatedOtherJan 27, 2025Mar 25, 2025 (57 d)
Jeffrey Lynn AkrightLPL Enterprise, LLC no RAUMAllstate Financial Advisors, LLC BD affiliatedOtherJan 22, 2025Jan 14, 2025
Eduardo Henrique Costa Braga De OliveiraLPL Enterprise, LLC no RAUMCitigroup Global Markets Inc. BD affiliatedOtherJan 21, 2025Feb 25, 2026 (400 d)
Kevin BrownLPL Enterprise, LLC no RAUMEmpower Advisory Group, LLC BD affiliatedOtherJan 16, 2025Jan 21, 2025
Derrick Gallion JrLPL Enterprise, LLC no RAUMCharles Schwab & Co., Inc. national BDOtherJan 13, 2025Mar 14, 2025 (60 d)
Theresa DalyLPL Enterprise, LLC no RAUMJ.P. Morgan Securities LLC wirehouseOtherJan 13, 2025Feb 14, 2025 (32 d)
Lionel Rodriques MartinaLPL Enterprise, LLC no RAUMCitizens Securities, Inc. BD affiliatedOtherJan 13, 2025Mar 12, 2025 (58 d)
Timothy Raymond WamplerLPL Enterprise, LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 10, 2025Jan 15, 2025
Jacob StilwellLPL Enterprise, LLC no RAUMCambridge Investment Research Advisors, Inc. BD affiliatedOtherJan 2, 2025Jan 10, 2025
Timothy WilsonLPL Enterprise, LLC no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherDec 26, 2024Jan 15, 2025
Victor A DonatoLPL Enterprise, LLC no RAUMShore Point Advisors, LLC independent RIAOtherDec 23, 2024Sep 18, 2025 (269 d)
Keith Glenn ManningLPL Enterprise, LLC no RAUMCaptrust institutionalOtherDec 23, 2024Sep 24, 2025 (275 d)
Ryan ArseneaultLPL Enterprise, LLC no RAUMAmeriprise Financial Services, LLC national BDOtherDec 23, 2024Sep 19, 2025 (270 d)
Dylan Adesh BridgemohanLPL Enterprise, LLC no RAUMWells Fargo Advisors wirehouseOtherDec 23, 2024Feb 6, 2025 (45 d)
Jeffery Cameron KlineLPL Enterprise, LLC no RAUMMoneta Group Investment Advisors, LLC independent RIAOtherDec 20, 2024Dec 24, 2024
Alexander Philip BryanLPL Enterprise, LLC no RAUMStratos Wealth Partners, Ltd BD affiliatedOtherDec 20, 2024Jan 17, 2025
Reginald Lamont VensonLPL Enterprise, LLC no RAUMW&S Brokerage Services, Inc. BD affiliatedOtherDec 19, 2024Sep 19, 2025 (274 d)
Braden HoffmanLPL Enterprise, LLC no RAUMEmpower Advisory Group, LLC BD affiliatedOtherDec 19, 2024Oct 13, 2025 (298 d)
Emily PowersLPL Enterprise, LLC no RAUMAmeriprise Financial Services, LLC national BDOtherDec 19, 2024Dec 13, 2024
Wesley L LindquistLPL Enterprise, LLC no RAUMElite Income Advisors, Inc. independent RIAOtherDec 16, 2024Mar 11, 2025 (85 d)
Brian Joseph PaddenLPL Enterprise, LLC no RAUMPadden Financial Planning LLC state registeredOtherDec 16, 2024Dec 6, 2024
Zacariah FustgaardLPL Enterprise, LLC no RAUMCommonwealth Financial Network national BDOtherDec 16, 2024Jan 10, 2025
Yulli CamargoLPL Enterprise, LLC no RAUMPrimerica Advisors national BDOtherDec 16, 2024Feb 28, 2025 (74 d)
Charles James ReganLPL Enterprise, LLC no RAUMRaymond James Financial Services Advisors, Inc BD affiliatedOtherDec 13, 2024Dec 12, 2024
Joshua Turner CheatleLPL Enterprise, LLC no RAUMSmart Wealth, LLC independent RIAOtherDec 11, 2024Dec 23, 2024
Joshua WagnerLPL Enterprise, LLC no RAUMKey Investment Services LLC BD affiliatedOtherDec 11, 2024Dec 10, 2024
Jose Luis CastilloLPL Enterprise, LLC no RAUMWeatherby Capital, LLC state registeredOtherDec 10, 2024Dec 3, 2024
Turill Anthony EngelmanLPL Enterprise, LLC no RAUMCetera Investment Advisers LLC BD affiliatedOtherDec 9, 2024Jun 5, 2025 (178 d)
Keith JacksonLPL Enterprise, LLC no RAUMLPL Financial LLC BD affiliatedOtherDec 5, 2024Aug 29, 2025 (267 d)
Robert John BerghelLPL Enterprise, LLC no RAUMHunley Wealth Management LLC state registeredOtherDec 3, 2024Nov 20, 2024
Daniel Frederick GoettelLPL Enterprise, LLC no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 2, 2024Dec 18, 2024
Matthew BondurantLPL Enterprise, LLC no RAUMWealthcare Advisory Partners LLC independent RIAOtherDec 2, 2024Dec 20, 2024
Aaron Jo ShanklinLPL Enterprise, LLC no RAUMU.S. Bancorp Investments, Inc. BD affiliatedOtherDec 2, 2024Nov 18, 2024
John Walter HealyLPL Enterprise, LLC no RAUMDestination Wealth Management independent RIAOtherNov 20, 2024Dec 20, 2024
Kirk DietrickLPL Enterprise, LLC no RAUMLPL Financial LLC BD affiliatedOtherNov 20, 2024Nov 4, 2024
Rachel SamplLPL Enterprise, LLC no RAUMThrivent Investment Management Inc. BD affiliatedOtherNov 20, 2024Dec 18, 2024
Jeffrey Francis LittleLPL Enterprise, LLC no RAUMPnc Wealth Management BD affiliatedOtherNov 14, 2024Nov 13, 2024
Anton TkachenkoLPL Enterprise, LLC no RAUMUBS Financial Services Inc. wirehouseOtherNov 14, 2024Aug 21, 2025 (280 d)
John Aloysius WojtowiczLPL Enterprise, LLC no RAUMLPL Financial LLC BD affiliatedOtherApr 7, 2023Mar 23, 2023
Charles Alan CorrealLPL Enterprise, LLC no RAUMLPL Financial LLC BD affiliatedOtherApr 7, 2023Mar 29, 2023
Sean Rodger KnappLPL Enterprise, LLC no RAUMLPL Financial LLC BD affiliatedOtherApr 7, 2023Mar 22, 2023
Mary Beth FeduskaLPL Enterprise, LLC no RAUMLPL Financial LLC BD affiliatedOtherApr 7, 2023Mar 22, 2023
Stephen Eddy FuhrerLPL Enterprise, LLC no RAUMLPL Financial LLC BD affiliatedOtherApr 7, 2023Mar 22, 2023
Bonnie Lee McguireLPL Enterprise, LLC no RAUMLPL Financial LLC BD affiliatedOtherApr 7, 2023Mar 22, 2023
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545 moves match.