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.
19,724 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brandon T. Whitmore | Strategic Advisers LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2026 | Jul 2, 2026 |
| Matthew Paul Beck | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2026 | Jun 3, 2026 |
| Kevin Michael Stuart | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2026 | Jun 10, 2026 |
| Steven Deandre Mcclatchey | Key Investment Services LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2026 | Jun 3, 2026 |
| Christopher Millar | Cetera Investment Advisers LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 10, 2026 | Jun 8, 2026 |
| Brendan Michael Foor | Northwestern Mutual Investment Services,LLC no RAUM | LPL Financial LLC BD affiliated | Other | Jun 10, 2026 | May 18, 2026 |
| Jairo Servin | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 10, 2026 | Aug 4, 2026 (55 d) |
| Omar Alexander Herrera | J.P. Morgan Securities LLC wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 10, 2026 | Aug 21, 2026 (72 d) |
| Nicholas Peter Millard | Creativeone Wealth, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 9, 2026 | Jun 1, 2026 |
| Kevin Owen Ekstrom | Creativeone Wealth, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 9, 2026 | Jun 1, 2026 |
| Bassem Samir Moez | MML Investors Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2026 | Jun 3, 2026 |
| Ronald David Williamson | Creativeone Wealth, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 9, 2026 | Jun 1, 2026 |
| Andrew Edwin Hejlik | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2026 | Jun 1, 2026 |
| Jean-Pierre Fernandez | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2026 | Jun 3, 2026 |
| Gina Marie Bert-Zatto | Citigroup Global Markets Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2026 | Jun 10, 2026 |
| Carolyn Lucy Smith-Logiudice | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2026 | Jun 5, 2026 |
| James E Darden | MML Investors Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2026 | Jun 3, 2026 |
| Dane Brandon Crick | Mwa Financial Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2026 | Jun 12, 2026 |
| Robert Frank Grisanti | MML Investors Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 8, 2026 | Jun 1, 2026 |
| Stewart Jay Weissman | Integrated Wealth Concepts LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 8, 2026 | Jun 8, 2026 |
| David John Matheson | Crossmark Global Investments, Inc. mixed wealth | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 8, 2026 | Jun 22, 2026 |
| Gabriel Nelson | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 8, 2026 | Jun 5, 2026 |
| Jess Cole Law | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 8, 2026 | Jun 5, 2026 |
| Zachary Burton Seelbach | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 8, 2026 | Jun 23, 2026 |
| Luke H Heinen | Packerland Brokerage Services, Inc. independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 8, 2026 | Jun 22, 2026 |
| Jonathan Douglas Bomar | MML Investors Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 5, 2026 | Jun 3, 2026 |
| Weston Poulos | MML Investors Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 5, 2026 | Jun 3, 2026 |
| Stephen Michael Luna | MML Investors Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 5, 2026 | Jun 3, 2026 |
| Suzette Tejeda | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 4, 2026 | Jun 16, 2026 |
| Jeffrey Dale Cummins | MML Investors Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2026 | Jun 3, 2026 |
| John Joseph Dibenedetto | Bostonpremier Wealth independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 4, 2026 | May 14, 2026 |
| Randy Glynn Black | MML Investors Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2026 | Jun 3, 2026 |
| Kirk Gordon Hunter | Cetera Investment Advisers LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2026 | Jun 1, 2026 |
| Michael G Costa | Pnc Wealth Management BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2026 | Jun 15, 2026 |
| Cameron Blackwood | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 4, 2026 | Jun 2, 2026 |
| Matthew Jared Galvan | MML Investors Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2026 | Jun 3, 2026 |
| Laiken Davis | Edward Jones national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2026 | May 29, 2026 |
| Jenny Ngun Chin Sang | MML Investors Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2026 | Jun 3, 2026 |
| Aiden Scott Murphy | MML Investors Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2026 | Jun 3, 2026 |
| John Francis Hartman | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2026 | May 27, 2026 |
| Lauralea Dawn Cobb | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2026 | Jun 18, 2026 |
| Brian James Coleman | Ameriprise Financial Services, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2026 | May 28, 2026 |
| Augustine Ruben Azevedo | Wells Fargo Advisors wirehouse | LPL Financial LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 3, 2026 | May 26, 2026 |
| Brody Eischeid | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2026 | Jun 1, 2026 |
| Meredith Ann Bargfrede | Osaic Wealth, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2026 | Jun 1, 2026 |
| Benjamin Katterman | Raymond James & Associates, Inc. national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2026 | Sep 22, 2026 (111 d) |
| David Anthony Stowers | MML Investors Services, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2026 | Jun 2, 2026 |
| Sandra Summerlin Downing | Stonex Advisors Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2026 | Jun 2, 2026 |
| Michael Benjamin Liebson | Osaic Institutions, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2026 | Jun 8, 2026 |
| Steven Hubert Williams | Cetera Investment Advisers LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2026 | Jun 1, 2026 |
| Kevin Patrick Oneill | Cetera Investment Advisers LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2026 | Jun 2, 2026 |
| Bryan P Cunningham | Equitable Advisors, LLC national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2026 | Jul 3, 2026 (31 d) |
| Major Harold Brannen | Cetera Investment Advisers LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2026 | Jun 2, 2026 |
| David Brian Geschke | Cornerstone Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 2, 2026 | Jun 5, 2025 |
| Jordan M Halloran | Stonex Advisors Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2026 | Jun 3, 2026 |
| Joseph Tyler Bared | Stonex Advisors Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2026 | Jun 3, 2026 |
| Mitchell Tucker Brown | Raymond James Financial Services Advisors, Inc BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2026 | May 29, 2026 |
| Hamilton Richey Krans | Truist Advisory Services, Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 1, 2026 | May 18, 2026 |
| John Anthony Pegues | Momentum Independent Network Inc. BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 1, 2026 | Jun 1, 2026 |
| Aaron C Blaine | Integrated Advisors Network LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 1, 2026 | Jun 17, 2026 |