Teams that joined LPL Financial LLC

Search by name with RIA and Wealth Intelligence

1,739 teams

Advisors	From	To	Branch	Type	Left
4	Raymond James Financial Services Advisors, Inc BD affiliated	LPL Financial LLC BD affiliated	Jackson, Nj +3	Affiliated broker-dealer or bank to another	Apr 21, 2023 over 7 d
2	People'S United Advisors, Inc. bank affiliated	LPL Financial LLC BD affiliated	Wilmington, De	Other	Apr 19, 2023 over 6 d
2	Ameriprise Financial Services, LLC national BD	LPL Financial LLC BD affiliated	Pasadena, Ca +1	Affiliated broker-dealer or bank to another	Apr 12, 2023 over 13 d
3	L•• E••••••••• L•• no RAUM	L•• F•••••••• L•• BD affiliated	Fort Mill, Sc	Other	Apr 7, 2023
3	S•• BD affiliated	L•• F•••••••• L•• BD affiliated	Ann Arbor, Mi +1	Affiliated broker-dealer or bank to another	Apr 5, 2023 over 1 d
2	A••••••••• F•••••••• S•••••••• L•• national BD	L•• F•••••••• L•• BD affiliated	Granbury, Tx +1	Affiliated broker-dealer or bank to another	Apr 5, 2023 over 6 d
2	P•••••• P•••••••• P•••••••• L•• independent RIA	L•• F•••••••• L•• BD affiliated	Verona, Nj +1	RIA to affiliated broker-dealer or bank	Mar 31, 2023
2	U•• F•••••••• S••••••• I••• wirehouse	L•• F•••••••• L•• BD affiliated	Weehawken, Nj	Wirehouse to affiliated broker-dealer or bank	Mar 31, 2023 over 5 d
4	C••• B•••••••• S•••••••• I••• BD affiliated	L•• F•••••••• L•• BD affiliated	Parkersburg, Ia +3	Affiliated broker-dealer or bank to another	Mar 30, 2023
2	S••••••••• A•••••• A•••••••• I••• BD affiliated	L•• F•••••••• L•• BD affiliated	San Antonio, Tx	Affiliated broker-dealer or bank to another	Mar 30, 2023
3	A••••••••• F•••••••• S•••••••• L•• national BD	L•• F•••••••• L•• BD affiliated	Myakka City, Fl +2	Affiliated broker-dealer or bank to another	Mar 27, 2023 over 7 d
2	M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse	L•• F•••••••• L•• BD affiliated	Summit, Nj +1	Wirehouse to affiliated broker-dealer or bank	Mar 27, 2023 over 14 d
3	C••••• I••••••••• A••••••• L•• BD affiliated	L•• F•••••••• L•• BD affiliated	Iselin, Nj +1	Affiliated broker-dealer or bank to another	Mar 22, 2023 over 14 d
8	S••••••• F•••••••• S•••••••• I••• independent RIA	L•• F•••••••• L•• independent RIA	Toledo, Oh	RIA to RIA	Mar 15, 2023 over 30 d
3	E••••• J•••• national BD	L•• F•••••••• L•• independent RIA	Mishawaka, In +2	Affiliated broker-dealer or bank to independent RIA	Mar 14, 2023 over 1 d
2	S•••••••• F••••••••• I••• BD affiliated	L•• F•••••••• L•• independent RIA	Wooster, Oh +1	Affiliated broker-dealer or bank to independent RIA	Mar 14, 2023
3	P•••••• P•••••••• P•••••••• L•• independent RIA	L•• F•••••••• L•• independent RIA	Paramus, Nj	RIA to RIA	Mar 10, 2023
3	W•••• F•••• A••••••• wirehouse	L•• F•••••••• L•• independent RIA	La Jolla, Ca +2	Wirehouse to independent RIA	Mar 8, 2023 over 1 d
10	W•••• F•••• A••••••• wirehouse	L•• F•••••••• L•• independent RIA	Charlotte, Nc	Wirehouse to independent RIA	Mar 7, 2023 over 9 d
3	E••••• J•••• national BD	L•• F•••••••• L•• independent RIA	Dallas, Tx +1	Affiliated broker-dealer or bank to independent RIA	Mar 3, 2023 over 17 d
2	E••••• J•••• national BD	L•• F•••••••• L•• independent RIA	Sandy, Or	Affiliated broker-dealer or bank to independent RIA	Mar 2, 2023
10	C••••• I••••••••• A••••••• L•• BD affiliated	L•• F•••••••• L•• independent RIA	Wellsboro, Pa +4	Affiliated broker-dealer or bank to independent RIA	Mar 1, 2023
2	F•• S••••••••• C••••••••• BD affiliated	L•• F•••••••• L•• independent RIA	Flemington, Nj	Affiliated broker-dealer or bank to independent RIA	Mar 1, 2023 over 8 d
3	M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse	L•• F•••••••• L•• independent RIA	Baldwin, Ny +2	Wirehouse to independent RIA	Feb 23, 2023 over 12 d
4	M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse	L•• F•••••••• L•• independent RIA	Phoenix, Az +2	Wirehouse to independent RIA	Feb 17, 2023 over 14 d
2	O•••• F•• I••• BD affiliated	L•• F•••••••• L•• independent RIA	Montgomery, Al +1	Affiliated broker-dealer or bank to independent RIA	Feb 13, 2023 over 8 d
3	C••••• A•••••• N••••••• L•• BD affiliated	L•• F•••••••• L•• independent RIA	Livermore, Ca +2	Affiliated broker-dealer or bank to independent RIA	Feb 2, 2023 over 21 d
2	S••••••••• A•••••• A•••••••• I••• BD affiliated	L•• F•••••••• L•• independent RIA	Bothell, Wa +1	Affiliated broker-dealer or bank to independent RIA	Jan 31, 2023
2	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	L•• F•••••••• L•• independent RIA	Lubbock, Tx +1	Affiliated broker-dealer or bank to independent RIA	Jan 25, 2023 over 1 d
3	T••••• A••••••• S•••••••• I••• BD affiliated	L•• F•••••••• L•• independent RIA	Palm Beach, Fl +2	Affiliated broker-dealer or bank to independent RIA	Jan 4, 2023 over 14 d
3	J••• M••••• S••••••••• L•• wirehouse	L•• F•••••••• L•• independent RIA	Hickory Hills, Il +2	Wirehouse to independent RIA	Jan 4, 2023 over 6 d
2	M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse	L•• F•••••••• L•• independent RIA	New York, Ny +1	Wirehouse to independent RIA	Jan 3, 2023 over 1 d
2	A••••••••• F•••••••• S•••••••• L•• national BD	L•• F•••••••• L•• independent RIA	Kirkland, Wa	Affiliated broker-dealer or bank to independent RIA	Dec 20, 2022 over 1 d
2	F•••• C•••••• A••••••• S••••••• BD affiliated	L•• F•••••••• L•• independent RIA	Tampa, Fl	Affiliated broker-dealer or bank to independent RIA	Dec 19, 2022
2	B••• G••••• • C••••••• I••• independent RIA	L•• F•••••••• L•• independent RIA	Orange, Ca	RIA to RIA	Dec 16, 2022
2	R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated	L•• F•••••••• L•• independent RIA	Hamilton, Mt	Affiliated broker-dealer or bank to independent RIA	Dec 13, 2022 over 8 d
2	O•••• W•••••• I••• BD affiliated	L•• F•••••••• L•• independent RIA	Tulsa, Ok +1	Affiliated broker-dealer or bank to independent RIA	Dec 13, 2022
2	F••••••• P••••••• A•• W•••••••• A••••••• BD affiliated	L•• F•••••••• L•• independent RIA	Merrimack, Nh	Affiliated broker-dealer or bank to independent RIA	Dec 13, 2022 over 8 d
3	E••••• J•••• national BD	L•• F•••••••• L•• independent RIA	St Louis, Mo +1	Affiliated broker-dealer or bank to independent RIA	Dec 12, 2022 over 24 d
2	L•••••• S•• I••••••••• A•••••••• L••••• BD affiliated	L•• F•••••••• L•• independent RIA	Orland Park, Il +1	Affiliated broker-dealer or bank to independent RIA	Dec 9, 2022
4	S••••••••• A•••••• A•••••••• I••• BD affiliated	L•• F•••••••• L•• independent RIA	Hudsonville, Mi	Affiliated broker-dealer or bank to independent RIA	Dec 8, 2022 over 4 d
3	C•••••• A••••••• BD affiliated	L•• F•••••••• L•• independent RIA	Tampa, Fl	Affiliated broker-dealer or bank to independent RIA	Dec 8, 2022
3	A••••••••• F•••••••• S•••••••• L•• national BD	L•• F•••••••• L•• independent RIA	Dallas, Tx +1	Affiliated broker-dealer or bank to independent RIA	Dec 7, 2022 over 12 d
2	S•••••••• F••••••••• I••• BD affiliated	L•• F•••••••• L•• independent RIA	Mason City, Ia +1	Affiliated broker-dealer or bank to independent RIA	Dec 6, 2022 over 4 d
3	N•••••• A••••••• BD affiliated	L•• F•••••••• L•• independent RIA	Canonsburg, Pa	Affiliated broker-dealer or bank to independent RIA	Dec 5, 2022
2	E••••• J•••• national BD	L•• F•••••••• L•• independent RIA	Bloomington, In +1	Affiliated broker-dealer or bank to independent RIA	Dec 1, 2022 over 11 d
2	T•• A•••• M••••••••• L•• independent RIA	L•• F•••••••• L•• independent RIA	Upper Arlington, Oh	RIA to RIA	Dec 1, 2022
6	O•••• I••••••••• I••• BD affiliated	L•• F•••••••• L•• independent RIA	Chapel Hill, Nc +1	Affiliated broker-dealer or bank to independent RIA	Nov 30, 2022
3	O•••• F•• I••• BD affiliated	L•• F•••••••• L•• independent RIA	Wilmington, De	Affiliated broker-dealer or bank to independent RIA	Nov 30, 2022 over 6 d
3	O•••• I••••••••• I••• BD affiliated	L•• F•••••••• L•• independent RIA	Shreveport, La +1	Affiliated broker-dealer or bank to independent RIA	Nov 30, 2022
2	O•••• I••••••••• I••• BD affiliated	L•• F•••••••• L•• independent RIA	Gulfport, Ms +1	Affiliated broker-dealer or bank to independent RIA	Nov 30, 2022
2	B•• P•••••••• I••• BD affiliated	L•• F•••••••• L•• independent RIA	Cedar Rapids, Ia	Affiliated broker-dealer or bank to independent RIA	Nov 30, 2022
2	U••• B•••••• I••••••••• I••• BD affiliated	L•• F•••••••• L•• independent RIA	Saint Joseph, Mo	Affiliated broker-dealer or bank to independent RIA	Nov 30, 2022
2	O•••• I••••••••• I••• BD affiliated	L•• F•••••••• L•• independent RIA	Huntsville, Al +1	Affiliated broker-dealer or bank to independent RIA	Nov 30, 2022
2	O•••• I••••••••• I••• BD affiliated	L•• F•••••••• L•• independent RIA	Killeen, Tx +1	Affiliated broker-dealer or bank to independent RIA	Nov 30, 2022
3	S••••••••• A•••••• A•••••••• I••• BD affiliated	L•• F•••••••• L•• independent RIA	Vancouver, Wa	Affiliated broker-dealer or bank to independent RIA	Nov 29, 2022
2	S••••••••• A•••••• A•••••••• I••• BD affiliated	L•• F•••••••• L•• independent RIA	Ontario, Or +1	Affiliated broker-dealer or bank to independent RIA	Nov 29, 2022
2	M••••• S•••••• wirehouse	L•• F•••••••• L•• independent RIA	Tacoma, Wa +1	Wirehouse to independent RIA	Nov 29, 2022 over 8 d
4	C••••• A•••••• N••••••• L•• BD affiliated	L•• F•••••••• L•• independent RIA	Feasterville, Pa +1	Affiliated broker-dealer or bank to independent RIA	Nov 28, 2022 over 1 d
2	S••••••••• A•••••• A•••••••• I••• BD affiliated	L•• F•••••••• L•• independent RIA	Louisville, Ky +1	Affiliated broker-dealer or bank to independent RIA	Nov 28, 2022

derived from registration dates

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