NEW ADVISERS

LPL listed 15; 162 first adviser registrations

The full cohort covers first adviser registrations dated October 19, 2026. Skylar D. Price and Hunter T. Ford were among those listed with LPL Financial.

By Claire Bennett··1 min read

LPL Financial LLC was the listed firm for 15 of the 162 source-reported first adviser registrations dated October 19, 2026. A first adviser registration date does not establish a hiring date or the start of a person’s career. The listed firm is the current source-reported affiliation and is not necessarily where the person first registered.

Among the named examples, Skylar D. Price and Hunter T. Ford each had a first adviser registration date of October 19, 2026, with LPL Financial LLC listed as the current affiliation. Bowling Green, Kentucky, was reported for Price, and Ellington, Connecticut, for Ford, as branch locations observed October 20, 2026. Those locations do not establish either person’s residence or sole workplace.

Morgan Stanley was listed for 11 first adviser registrations, J.P. Morgan Securities LLC for 10, and Edward Jones for eight. The remaining 118 were listed across all other firms. These counts describe current source-listed firm affiliations within the cohort, not hires.

First adviser registrations

The advisers below account for all 162 source-reported first adviser registrations on 10/19/2026. Firms and branches reflect affiliations currently reported for each adviser, which may differ from those at first registration. These dates do not establish hires or career starts, and branches do not establish residence or exclusive workplaces.

Showing rows 101–125 of 162. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Lydia Buhanan829788810/20/202610/19/2026Focus Partners Wealth, LLC159289Houston, TX
Mai N. Walls550582510/20/202610/19/2026Principal Securities, Inc.1137Minnetonka, MN
Makenzie Dahlstrom790222210/20/202610/19/2026Morgan Stanley149777Rochester, MN
Mathew D. Whiteaker326050210/20/202610/19/2026Cross Financial Advisors287686Portland, OR
Matthew A. Camillone808983810/20/202610/19/2026Morgan Stanley149777Tampa, FL
Matthew A. Moyer764297210/20/202610/19/2026J.P. Morgan Securities LLC79Bexley, OH
Matthew D. T. Farrells573116410/20/202610/19/2026Edward Jones250Minneapolis, MN
Matthew Pentimone833061110/20/202610/19/2026Osaic Wealth, Inc.23131Mount Kisco, NY
Melissa A. Hong413484010/20/202610/19/2026Morgan Stanley149777Cleveland, OH
Michael G. Jennings832799210/20/202610/19/2026C2C Private Wealth, LLC343915Miami, FL
Michael Lin831974610/20/202610/19/2026UBS Financial Services Inc.8174Dallas, TX
Michael S. McMeans758667610/20/202610/19/2026UBS Financial Services Inc.8174Plano, TX
Minab Mulugheta823395010/20/202610/19/2026Sagepoint Capital Partners LLC339742Frisco, TX
Miranda B. Stanley813534110/20/202610/19/2026Edward Jones250Nederland, TX
Mitchell W. Kitayama665783910/20/202610/19/2026Winslow Drake, Inc.286638Cathedral City, CA
Mohammed Alobaidy812377310/20/202610/19/2026Fisher Investments107342Plano, TX
Molly Liles834612910/20/202610/19/2026Wealthspring Capital LLC301040West Harrison, NY
Molly Rochlin744020310/20/202610/19/2026Morgan Stanley149777Washington, DC
Nancy L. Gordon823432910/20/202610/19/2026First Command Advisory Services281958Killeen, TX
Nathan A. Cohen827596810/20/202610/19/2026Asg Capital149013Bay Harbor Islands, FL
Nicholas Despins742144310/20/202610/19/2026Keel Point, LLC127902Mclean, VA
Noah G. Yoder804004410/20/202610/19/2026LPL Financial LLC6413Harrisonburg, VA
Owen Chapman833162910/20/202610/19/2026MML Investors Services, LLC10409Lake Oswego, OR
Parker A. Willis755742610/20/202610/19/2026Florida Financial Advisors, LLC288811Tempe, AZ
Patrick W. Grady834209310/20/202610/19/2026Harbour Investments, Inc.19258Menomonee Falls, WI

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