DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at 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 |
|---|---|---|---|---|---|
| Raphael Aziz | Strategic Advisers LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 13, 2026 | May 5, 2026 |
| Anthony Joseph Cavalcante | Cetera Investment Advisers LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 13, 2026 | Jul 7, 2026 |
| Elias Hanks | Morgan Stanley wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 13, 2026 | Aug 6, 2026 |
| Alexander Triska | The Life Wealth Group independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 12, 2026 | Jul 23, 2026 |
| Krystle Nicole Williams | Strategic Advisers LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 11, 2026 | Jul 17, 2026 |
| Kevin Daniels | United Planners' Financial Services Of America A Limited Partner independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 10, 2026 | Jun 12, 2026 |
| Kirk Thomas Thode | Morgan Stanley wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 10, 2026 | Jun 10, 2026 |
| Naief Al-Chaikh | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2026 | Jun 30, 2026 |
| Donnie A. Bell | Strategic Advisers LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2026 | Jul 14, 2026 |
| Charity Keller | Synovus Securities, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2026 | Jul 10, 2026 |
| Cameron David Benson | Continuum Advisory, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 9, 2026 | Aug 14, 2026 (36 d) |
| Amy Carrillo | Citizens Private Wealth BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2026 | Aug 25, 2026 (47 d) |
| Judy Busbey | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 8, 2026 | Jun 15, 2026 |
| Pina Formicola | Independent Solutions Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 8, 2026 | Jun 26, 2026 |
| Christopher Vanlandingham | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 8, 2026 | Jun 15, 2026 |
| Rebecca Davis | Cetera Investment Advisers LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2026 | Aug 24, 2026 (47 d) |
| Garrett Elliott Jackson | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 8, 2026 | Jun 15, 2026 |
| Cole Burgess Lewis | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 8, 2026 | Jun 8, 2026 |
| Danny Lee Brimhall | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Jul 6, 2026 |
| Jay Robert Massow | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Jul 6, 2026 |
| David R Carson | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Sep 17, 2026 (72 d) |
| Catherine Alice Harris | Cetera Investment Advisers LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Jul 7, 2026 |
| James Stuart Branscombe | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 7, 2026 | Jul 6, 2026 |
| Christopher Gallegos | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 7, 2026 | Jun 30, 2026 |
| Sterling Winslow | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 7, 2026 | Aug 10, 2026 (34 d) |
| John Marcel Deberry | Frost Investment Services BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Aug 6, 2026 |
| William Fried | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Jun 29, 2026 |
| Eric M Storts | Schwab Wealth Advisory, Inc. no RAUM | LPL Financial LLC BD affiliated | Other | Jul 7, 2026 | Jun 26, 2026 |
| Daniel Bruce Massow | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Jul 15, 2026 |
| Brett Allan Hendricksen | Advice And Planning Services BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Jul 2, 2026 |
| Mason Jay Massow | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Jul 6, 2026 |
| Madison Frye | First Citizens Investor Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2026 | Jul 1, 2026 |
| Ingrid Dikmen | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 6, 2026 | Jun 26, 2026 |
| Dawn Eisele Parks | Cetera Investment Advisers LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 6, 2026 | Jun 25, 2026 |
| Gregory L Schepens | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 6, 2026 | Jun 29, 2026 |
| Eric William Loughnane | Insight Advisors, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 6, 2026 | Jun 22, 2026 |
| Olga Viktorovna Agocs | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 6, 2026 | Sep 4, 2026 (60 d) |
| Jacob Lublow | UBS Financial Services Inc. wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 6, 2026 | Jul 21, 2026 |
| Owen D M Goldenbogen | Key Investment Services LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 6, 2026 | Jul 6, 2026 |
| Deborah Katrin Kimi Gerken | Morgan Stanley wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 2, 2026 | Jul 1, 2026 |
| Darin William Pilacinski | True Vision Financial Advisors independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 2, 2026 | Apr 24, 2026 |
| David Anthony Hocker | MML Investors Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2026 | Jul 2, 2026 |
| Gregory Caryl Dahms | MML Investors Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2026 | Jul 2, 2026 |
| Nathan Andrew Pribyl | True Vision Financial Advisors independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 2, 2026 | May 4, 2026 |
| Jeremy Hunter Coppola | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2026 | Jul 16, 2026 |
| Harrison David May | MML Investors Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2026 | Jul 1, 2026 |
| Samuel Joe Sturt | Transamerica Financial Advisors, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 2, 2026 | Jul 1, 2026 |
| Rory Richard Peterson | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2026 | Jul 15, 2026 |
| David Morrison | Duke And Duke Wealth Management LLC state registered | LPL Financial LLC BD affiliated | Other | Jul 1, 2026 | Jul 21, 2026 |
| Samuel Scott Lawhon | Intrua Financial independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Jul 1, 2026 | May 31, 2022 |
| Michael Joseph Kwedar | Kovack Advisors, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 1, 2026 | Jul 9, 2026 |
| Alexander Shcharansky | Mwa Financial Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2026 | Jun 29, 2026 |
| Scott Gerald Bybee | First Heartland Consultants, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2026 | Jun 30, 2026 |
| Mark Kenneth Vigil | Kestra Private Wealth Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2026 | Jun 29, 2026 |
| David Michael Logsdon | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 30, 2026 | Jun 23, 2026 |
| Adam S Greenstein | Park Avenue Securities LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2026 | Jun 30, 2026 |
| Monica Nicole Clevenger | Benjamin F. Edwards & Company, Incorporated BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2026 | Jun 24, 2026 |
| Jed Spar Goldberg | Park Avenue Securities LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2026 | Jun 30, 2026 |
| Damien Michael Cannaday | Principal Securities, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2026 | Jul 6, 2026 |
| Thomas Muscarella | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 30, 2026 | Jun 23, 2026 |
19,595 moves match.