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 126–150 of 162. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Paula J. F. Pacheco835676510/20/202610/19/2026Allgen Financial Advisors, Inc.126877Orlando, FL
Payton A. Schlender795213610/20/202610/19/2026LPL Financial LLC6413Columbus, NE
Peter C. Rodgers836174810/20/202610/19/2026X Advisors, LLC315838Denver, CO
Philip D. Pocchia828208710/20/202610/19/2026UBS Financial Services Inc.8174Melville, NY
Quinlan P. Ryan822926210/20/202610/19/2026A.G.P. / Alliance Global Partners8361Hilton Head, SC
Rachel M. Vickers826852510/20/202610/19/2026First Command Advisory Services281958Enterprise, AL
Rachel S. Endo773396210/20/202610/19/2026Edward Jones250Pleasanton, CA
Rebecca S. Streeter767321210/20/202610/19/2026Strategic Advisers LLC104555Westlake, TX
Reid W. Paoli835265310/20/202610/19/2026Equitable Advisors, LLC6627Melville, NY
Riley L. Cecil812391010/20/202610/19/2026LPL Financial LLC6413Raleigh, NC
Rothschild G. Dort807838510/20/202610/19/2026Morgan Stanley149777Tampa, FL
Ryan L. Palmblad782792310/20/202610/19/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Chicago, IL
Safa Obaid782837810/20/202610/19/2026Ameriprise Financial Services, LLC6363Kirkland, WA
Sahith Maganti836158710/20/202610/19/2026Fisher Investments107342Plano, TX
Samantha Hawley834966610/20/202610/19/2026Winslow Drake, Inc.286638Cathedral City, CA
Samantha Villarreal768300510/20/202610/19/2026Empower Advisory Group, LLC112058Providence, RI
Samuel Rivera776670110/20/202610/19/2026J.P. Morgan Securities LLC79Jackson Heights, NY
Samuel T. Vance835380510/20/202610/19/2026True Wave Financial Planners130163Sacramento, CA
Scott Lane810804110/20/202610/19/2026EP Wealth Advisors111147San Diego, CA
Shauna M. Deatherage823630710/20/202610/19/2026State Farm Investment Management Corp.3487Louisville, KY
Shiaujie Fu732656010/20/202610/19/2026Harbor Advisors312432West Palm Beach, FL
Shuo Ni832653510/20/202610/19/2026Wells Fargo Clearing Services, LLC19616Bellevue, WA
Skylar D. Price825619010/20/202610/19/2026LPL Financial LLC6413Bowling Green, KY
Stephen Barry799324610/20/202610/19/2026Charles Schwab & Co., Inc.5393Austin, TX
Stephen G. Hudson835761310/20/202610/19/2026Peak American Investment Advisors, Inc.145056Ardmore, PA

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