Advisor moves

Arrivals at Henderson Financial Group 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
Tyler Lee LeiphartRkl Private Wealth independent RIAHenderson Financial Group LLC independent RIARIA to RIAJan 28, 2026Jan 29, 2026
Naomi T BrockLPL Financial LLC BD affiliatedHenderson Financial Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 22, 2025Dec 16, 2024
Stephanie Lynn DavisLPL Financial LLC BD affiliatedHenderson Financial Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 26, 2025Nov 26, 2024
Randolph Benjamin Henderson, IIILPL Financial LLC BD affiliatedHenderson Financial Group LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 26, 2025Nov 26, 2024
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4 moves match.