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·Edition ·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.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Lydia Buhanan | 8297888 | 10/20/2026 | 10/19/2026 | Focus Partners Wealth, LLC | 159289 | Houston, TX |
| Mai N. Walls | 5505825 | 10/20/2026 | 10/19/2026 | Principal Securities, Inc. | 1137 | Minnetonka, MN |
| Makenzie Dahlstrom | 7902222 | 10/20/2026 | 10/19/2026 | Morgan Stanley | 149777 | Rochester, MN |
| Mathew D. Whiteaker | 3260502 | 10/20/2026 | 10/19/2026 | Cross Financial Advisors | 287686 | Portland, OR |
| Matthew A. Camillone | 8089838 | 10/20/2026 | 10/19/2026 | Morgan Stanley | 149777 | Tampa, FL |
| Matthew A. Moyer | 7642972 | 10/20/2026 | 10/19/2026 | J.P. Morgan Securities LLC | 79 | Bexley, OH |
| Matthew D. T. Farrells | 5731164 | 10/20/2026 | 10/19/2026 | Edward Jones | 250 | Minneapolis, MN |
| Matthew Pentimone | 8330611 | 10/20/2026 | 10/19/2026 | Osaic Wealth, Inc. | 23131 | Mount Kisco, NY |
| Melissa A. Hong | 4134840 | 10/20/2026 | 10/19/2026 | Morgan Stanley | 149777 | Cleveland, OH |
| Michael G. Jennings | 8327992 | 10/20/2026 | 10/19/2026 | C2C Private Wealth, LLC | 343915 | Miami, FL |
| Michael Lin | 8319746 | 10/20/2026 | 10/19/2026 | UBS Financial Services Inc. | 8174 | Dallas, TX |
| Michael S. McMeans | 7586676 | 10/20/2026 | 10/19/2026 | UBS Financial Services Inc. | 8174 | Plano, TX |
| Minab Mulugheta | 8233950 | 10/20/2026 | 10/19/2026 | Sagepoint Capital Partners LLC | 339742 | Frisco, TX |
| Miranda B. Stanley | 8135341 | 10/20/2026 | 10/19/2026 | Edward Jones | 250 | Nederland, TX |
| Mitchell W. Kitayama | 6657839 | 10/20/2026 | 10/19/2026 | Winslow Drake, Inc. | 286638 | Cathedral City, CA |
| Mohammed Alobaidy | 8123773 | 10/20/2026 | 10/19/2026 | Fisher Investments | 107342 | Plano, TX |
| Molly Liles | 8346129 | 10/20/2026 | 10/19/2026 | Wealthspring Capital LLC | 301040 | West Harrison, NY |
| Molly Rochlin | 7440203 | 10/20/2026 | 10/19/2026 | Morgan Stanley | 149777 | Washington, DC |
| Nancy L. Gordon | 8234329 | 10/20/2026 | 10/19/2026 | First Command Advisory Services | 281958 | Killeen, TX |
| Nathan A. Cohen | 8275968 | 10/20/2026 | 10/19/2026 | Asg Capital | 149013 | Bay Harbor Islands, FL |
| Nicholas Despins | 7421443 | 10/20/2026 | 10/19/2026 | Keel Point, LLC | 127902 | Mclean, VA |
| Noah G. Yoder | 8040044 | 10/20/2026 | 10/19/2026 | LPL Financial LLC | 6413 | Harrisonburg, VA |
| Owen Chapman | 8331629 | 10/20/2026 | 10/19/2026 | MML Investors Services, LLC | 10409 | Lake Oswego, OR |
| Parker A. Willis | 7557426 | 10/20/2026 | 10/19/2026 | Florida Financial Advisors, LLC | 288811 | Tempe, AZ |
| Patrick W. Grady | 8342093 | 10/20/2026 | 10/19/2026 | Harbour Investments, Inc. | 19258 | Menomonee Falls, WI |