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 126–150 of 162. The CSV contains the complete table.
| Adviser | Individual CRD | Source snapshot date | First registration date | Firm in feed | Firm CRD | Adviser location |
|---|---|---|---|---|---|---|
| Paula J. F. Pacheco | 8356765 | 10/20/2026 | 10/19/2026 | Allgen Financial Advisors, Inc. | 126877 | Orlando, FL |
| Payton A. Schlender | 7952136 | 10/20/2026 | 10/19/2026 | LPL Financial LLC | 6413 | Columbus, NE |
| Peter C. Rodgers | 8361748 | 10/20/2026 | 10/19/2026 | X Advisors, LLC | 315838 | Denver, CO |
| Philip D. Pocchia | 8282087 | 10/20/2026 | 10/19/2026 | UBS Financial Services Inc. | 8174 | Melville, NY |
| Quinlan P. Ryan | 8229262 | 10/20/2026 | 10/19/2026 | A.G.P. / Alliance Global Partners | 8361 | Hilton Head, SC |
| Rachel M. Vickers | 8268525 | 10/20/2026 | 10/19/2026 | First Command Advisory Services | 281958 | Enterprise, AL |
| Rachel S. Endo | 7733962 | 10/20/2026 | 10/19/2026 | Edward Jones | 250 | Pleasanton, CA |
| Rebecca S. Streeter | 7673212 | 10/20/2026 | 10/19/2026 | Strategic Advisers LLC | 104555 | Westlake, TX |
| Reid W. Paoli | 8352653 | 10/20/2026 | 10/19/2026 | Equitable Advisors, LLC | 6627 | Melville, NY |
| Riley L. Cecil | 8123910 | 10/20/2026 | 10/19/2026 | LPL Financial LLC | 6413 | Raleigh, NC |
| Rothschild G. Dort | 8078385 | 10/20/2026 | 10/19/2026 | Morgan Stanley | 149777 | Tampa, FL |
| Ryan L. Palmblad | 7827923 | 10/20/2026 | 10/19/2026 | Merrill Lynch, Pierce, Fenner & Smith Incorporated | 7691 | Chicago, IL |
| Safa Obaid | 7828378 | 10/20/2026 | 10/19/2026 | Ameriprise Financial Services, LLC | 6363 | Kirkland, WA |
| Sahith Maganti | 8361587 | 10/20/2026 | 10/19/2026 | Fisher Investments | 107342 | Plano, TX |
| Samantha Hawley | 8349666 | 10/20/2026 | 10/19/2026 | Winslow Drake, Inc. | 286638 | Cathedral City, CA |
| Samantha Villarreal | 7683005 | 10/20/2026 | 10/19/2026 | Empower Advisory Group, LLC | 112058 | Providence, RI |
| Samuel Rivera | 7766701 | 10/20/2026 | 10/19/2026 | J.P. Morgan Securities LLC | 79 | Jackson Heights, NY |
| Samuel T. Vance | 8353805 | 10/20/2026 | 10/19/2026 | True Wave Financial Planners | 130163 | Sacramento, CA |
| Scott Lane | 8108041 | 10/20/2026 | 10/19/2026 | EP Wealth Advisors | 111147 | San Diego, CA |
| Shauna M. Deatherage | 8236307 | 10/20/2026 | 10/19/2026 | State Farm Investment Management Corp. | 3487 | Louisville, KY |
| Shiaujie Fu | 7326560 | 10/20/2026 | 10/19/2026 | Harbor Advisors | 312432 | West Palm Beach, FL |
| Shuo Ni | 8326535 | 10/20/2026 | 10/19/2026 | Wells Fargo Clearing Services, LLC | 19616 | Bellevue, WA |
| Skylar D. Price | 8256190 | 10/20/2026 | 10/19/2026 | LPL Financial LLC | 6413 | Bowling Green, KY |
| Stephen Barry | 7993246 | 10/20/2026 | 10/19/2026 | Charles Schwab & Co., Inc. | 5393 | Austin, TX |
| Stephen G. Hudson | 8357613 | 10/20/2026 | 10/19/2026 | Peak American Investment Advisors, Inc. | 145056 | Ardmore, PA |