RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
11 advisors left Cambridge Investment Research Advisors, Inc. for LPL Financial LLC
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Arthur Lee Boyd | Deerfield Beach, Fl | Jul 13, 2026 | Jul 3, 2026 |
| Brian Michael Therrell | Boca Raton, Fl | Jul 13, 2026 | Jul 2, 2026 |
| Carl John Labruna | West Palm Beach, Fl | Jul 13, 2026 | Jul 3, 2026 |
| Frederick E Treff | Boca Raton, Fl | Jul 13, 2026 | Jul 3, 2026 |
| Greg James Sansum | Greenacres, Fl | Jul 13, 2026 | Jul 3, 2026 |
| Ivan G Usztics | Pompano Beach, Fl | Jul 13, 2026 | Jul 3, 2026 |
| Kim David Larkin | Jacksonville Beach, Fl | Jul 13, 2026 | Jul 2, 2026 |
| Mary Ann Wilson | Ormond Beach, Fl | Jul 13, 2026 | Jul 3, 2026 |
| Richard Joseph Curley | Jupiter, Fl | Jul 13, 2026 | Jul 3, 2026 |
| Thomas Vincent Reid | Boca Raton, Fl | Jul 13, 2026 | Jul 3, 2026 |
| Lindsey Elizabeth Derby | Pompano Beach, Fl | Jul 16, 2026 | Jul 3, 2026 |
- Registrations ended
- Jul 13, 2026 to Jul 16, 2026
- Registered next
- Jul 2, 2026 to Jul 3, 2026
- Branch state
- FL
- Cities
- 8, most in Boca Raton, Fl
- Registered there that day
- 3,931 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape
A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm. The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.