Advisor moves

Arrivals at LPL Financial LLC

19,724 moves
AdvisorFromToTypeLeftRegistered
Rory Richard PetersonAmeriprise Financial Services, LLC national BDLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 1, 2026Jul 15, 2026
David MorrisonDuke And Duke Wealth Management LLC state registeredLPL Financial LLC BD affiliatedOtherJul 1, 2026Jul 21, 2026
Michael Joseph KwedarKovack Advisors, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 1, 2026Jul 9, 2026
Alexander ShcharanskyMwa Financial Services, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 30, 2026Jun 29, 2026
Scott Gerald BybeeFirst Heartland Consultants, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 30, 2026Jun 30, 2026
Mark Kenneth VigilKestra Private Wealth Services, LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 30, 2026Jun 29, 2026
David Michael LogsdonWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 30, 2026Jun 23, 2026
Adam S GreensteinPark Avenue Securities LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 30, 2026Jun 30, 2026
Monica Nicole ClevengerBenjamin F. Edwards & Company, Incorporated BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 30, 2026Jun 24, 2026
Jed Spar GoldbergPark Avenue Securities LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 30, 2026Jun 30, 2026
Damien Michael CannadayPrincipal Securities, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 30, 2026Jul 6, 2026
Thomas MuscarellaWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 30, 2026Jun 23, 2026
Daniel A DambroffPark Avenue Securities LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 30, 2026Jun 30, 2026
Mihran Justin AroutunianMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 30, 2026Aug 6, 2026 (37 d)
Stephen Perry ClevengerBenjamin F. Edwards & Company, Incorporated BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 30, 2026Jun 24, 2026
Davis BottemillerWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 30, 2026Jun 23, 2026
Michael ClevengerBenjamin F. Edwards & Company, Incorporated BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 30, 2026Jun 24, 2026
Gregory Drew VaccaMoney Concepts Advisory Service BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 29, 2026Sep 1, 2026 (64 d)
Michelle Lynn LauderSteward Partners Investment Advisory, LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 29, 2026Jun 23, 2026
Wayne Earle MccormickSteward Partners Investment Advisory, LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 29, 2026Jun 23, 2026
Matt LemmondEagle Strategies LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 29, 2026Jun 22, 2026
Grant Henry Robert DennistonSteward Partners Investment Advisory, LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 29, 2026Jun 23, 2026
Christian Nicholas GiannangeliStratos Wealth Partners, Ltd BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 29, 2026Jan 8, 2026
Joseph Nicholas ClevengerMariner Advisor Network BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 26, 2026Jan 21, 2025
George Theodore TemelMariner Advisor Network BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 26, 2026Jan 1, 2025
Clay Everett BellOsaic Institutions, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 26, 2026Jun 29, 2026
Andrew Charles WheelerWellth Advisory Services, LLC institutionalLPL Financial LLC BD affiliatedOtherJun 26, 2026Sep 10, 2026 (76 d)
Chad Allen BellOsaic Institutions, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 26, 2026Jun 26, 2026
Kevin John LinggiWells Fargo Advisors wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 26, 2026Jun 1, 2026
Kenneth Jurgen WeiseMariner Advisor Network BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 26, 2026Nov 7, 2023
Craig Steven BrooksMariner Advisor Network BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 26, 2026Apr 17, 2020
Christian Horacio OrtezMariner Advisor Network BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 26, 2026Mar 2, 2021
Jessica Marie IstchenkoEsi Financial Advisors independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 26, 2026Jun 26, 2026
April DwigginsEdward Jones national BDLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 26, 2026Jun 25, 2026
Sarah Michelle WoehrmanMariner Advisor Network BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 26, 2026Sep 3, 2024
Dustin Ryan DockterMariner Advisor Network BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 26, 2026Mar 5, 2025
Nicholas Charles GomezMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 26, 2026Jun 12, 2026
Jason Bradley JohnsonMariner Advisor Network BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 26, 2026Feb 26, 2026
Lucas John MijaresMariner Advisor Network BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 26, 2026May 9, 2024
Brian M RasmussenMariner Advisor Network BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 26, 2026Aug 3, 2022
Jesse James EttlinMariner Advisor Network BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 26, 2026Feb 1, 2024
Jason Edward CampbellMariner Advisor Network BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 26, 2026Dec 16, 2019
Caleb C DuckworthFifth Third Securities, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 26, 2026Jun 25, 2026
Dewey Andrew EngelsmaAdvisory Alpha, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 26, 2026Aug 24, 2026 (59 d)
Steven Michael CellenEsi Financial Advisors independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 25, 2026Jun 24, 2026
Giancarla Marie FerraraRBC Capital Markets, LLC national BDLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 25, 2026Jun 15, 2026
Steven Rex CookPrincipal Securities, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 25, 2026Jun 22, 2026
Jill Christy ShepherdRaymond James & Associates, Inc. national BDLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 25, 2026Jul 22, 2026
Jobel Tan RentinoCetera Investment Advisers LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 25, 2026Jun 1, 2026
Donald Allyn HarrellMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 24, 2026Jun 23, 2026
Anthony George BrownRaymond James Financial Services Advisors, Inc BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 24, 2026Jun 25, 2026
Drew Jacob ShealyCambridge Investment Research Advisors, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 24, 2026Jun 17, 2026
Drew Allen DonohoeCambridge Investment Research Advisors, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 24, 2026Jun 18, 2026
Jeffery Wayne KestingIndependent Financial Group, LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 24, 2026Jun 24, 2026
Blake A DavidsonMorgan Stanley wirehouseLPL Financial LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 24, 2026Jun 23, 2026
Ryan Kobe TilleryPrivate Advisor Group, LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 24, 2026Jun 29, 2026
Hank HargravesRetirement Financial Group, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 24, 2026Jun 23, 2026
Richard Lance HighSpc BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 23, 2026Jun 17, 2026
Jason VeselySpectrum Wealth Advisory Group, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 23, 2026Jun 16, 2026
Derrick Lee LorenzenEdward Jones national BDLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 22, 2026Jun 18, 2026
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