September 28 records show 13 adviser affiliations added, 109 updated and 12 removed

Registration records observed for September 28, 2026, list 134 affiliation changes: 13 records marked Added, 109 marked Updated and 12 marked Removed. The three categories describe the complete record list for that date, not a count of verified adviser job moves.

The labels track affiliation records in the registration snapshot. An Added record means an affiliation appears in the latest record; an Updated record means an affiliation record was updated; and a Removed record means the latest registration record no longer shows that affiliation. The snapshot date is when records were observed, not necessarily when a filing was made, and these entries alone do not establish hiring, departure or employment dates.

Two Added examples list an affiliation with LPL Financial LLC. Samantha M. Qualteri’s record observed for September 28 lists a Colorado branch in Lakewood, while William J. Bingaman’s lists a Colorado branch in Durango. Both records show Colorado investment-adviser registrations approved on September 27, 2026; that status date is separate from the date the records were observed.

Two Updated records illustrate how a registry entry can change without showing a different firm affiliation. Vincent J. Pamelia’s latest record still lists Fifth Third Securities, Inc. and includes branches in Bloomfield Hills and Rochester Hills, as well as Birmingham and Royal Oak, Michigan. Matteo J. Curley’s latest record still lists Xcelsior Advisor Partners LLC and branches in Scottsdale, Arizona, and Cleveland Heights, Ohio; the Scottsdale entry includes a street address in the latest record.

Two Removed examples also show why the label should be read narrowly. The latest registration record no longer shows Mitchell T. Kallemyn’s affiliation with Thrivent Investment Management Inc.; the selected record indicates that the person is absent from the latest record. The latest registration record also no longer shows Perry J. Koplik’s affiliation with Commonwealth Financial Network. Neither record establishes a departure from the firm or current employment status.

Selected affiliation records observed for September 28, 2026

The selected examples are individual registration patterns within the complete September 28 record list. They show affiliations and branch details recorded on that observation date; they do not verify job moves or establish that assets or clients moved between firms.

Complete record list

The full-period list contains 134 records. The homepage breakdown covers the complete list: Added (13); Updated (109); Removed (12).

The list below includes all 134 records observed on 09/28/2026. These are affiliation record observations, not verified hiring or departure dates. One adviser can have multiple changes.