DFX Intelligence
Advisor moves
Arrivals at LPL Financial LLCWhat a move isA 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.
19,740 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Daniel A Dambroff | Park Avenue Securities LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2026 | Jun 30, 2026 |
| Mihran Justin Aroutunian | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 30, 2026 | Aug 6, 2026 (37 d) |
| Stephen Perry 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 |
| Davis Bottemiller | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 30, 2026 | Jun 23, 2026 |
| Michael 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 |
| Gregory Drew Vacca | Money Concepts Advisory Service BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 29, 2026 | Sep 1, 2026 (64 d) |
| Michelle Lynn Lauder | Steward Partners Investment Advisory, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 29, 2026 | Jun 23, 2026 |
| Wayne Earle Mccormick | Steward Partners Investment Advisory, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 29, 2026 | Jun 23, 2026 |
| Matt Lemmond | Eagle Strategies LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 29, 2026 | Jun 22, 2026 |
| Grant Henry Robert Denniston | Steward Partners Investment Advisory, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 29, 2026 | Jun 23, 2026 |
| Christian Nicholas Giannangeli | Stratos Wealth Partners, Ltd BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 29, 2026 | Jan 8, 2026 |
| Joseph Nicholas Clevenger | Mariner Advisor Network BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jan 21, 2025 |
| George Theodore Temel | Mariner Advisor Network BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jan 1, 2025 |
| Clay Everett Bell | Osaic Institutions, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jun 29, 2026 |
| Andrew Charles Wheeler | Wellth Advisory Services, LLC institutional | LPL Financial LLC BD affiliated | Other | Jun 26, 2026 | Sep 10, 2026 (76 d) |
| Chad Allen Bell | Osaic Institutions, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jun 26, 2026 |
| Kevin John Linggi | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 26, 2026 | Jun 1, 2026 |
| Kenneth Jurgen Weise | Mariner Advisor Network BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Nov 7, 2023 |
| Craig Steven Brooks | Mariner Advisor Network BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Apr 17, 2020 |
| Christian Horacio Ortez | Mariner Advisor Network BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Mar 2, 2021 |
| Jessica Marie Istchenko | Esi Financial Advisors independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 26, 2026 | Jun 26, 2026 |
| April Dwiggins | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jun 25, 2026 |
| Sarah Michelle Woehrman | Mariner Advisor Network BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Sep 3, 2024 |
| Dustin Ryan Dockter | Mariner Advisor Network BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Mar 5, 2025 |
| Nicholas Charles Gomez | Morgan Stanley wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 26, 2026 | Jun 12, 2026 |
| Jason Bradley Johnson | Mariner Advisor Network BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Feb 26, 2026 |
| Lucas John Mijares | Mariner Advisor Network BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | May 9, 2024 |
| Brian M Rasmussen | Mariner Advisor Network BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 26, 2026 | Aug 3, 2022 |
| Jesse James Ettlin | Mariner Advisor Network BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Feb 1, 2024 |
| Jason Edward Campbell | Mariner Advisor Network BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Dec 16, 2019 |
| Caleb C Duckworth | Fifth Third Securities, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 26, 2026 | Jun 25, 2026 |
| Dewey Andrew Engelsma | Advisory Alpha, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 26, 2026 | Aug 24, 2026 (59 d) |
| Steven Michael Cellen | Esi Financial Advisors independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 25, 2026 | Jun 24, 2026 |
| Giancarla Marie Ferrara | RBC Capital Markets, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 25, 2026 | Jun 15, 2026 |