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 151–162 of 162. The CSV contains the complete table.

AdviserIndividual CRDSource snapshot dateFirst registration dateFirm in feedFirm CRDAdviser location
Steven C. Thomas800498310/20/202610/19/2026Bauman Wealth Advisors153061Las Vegas, NV
Sydney A. Johnson810662310/20/202610/19/2026Merrill Lynch, Pierce, Fenner & Smith Incorporated7691Washington, DC
Tanner D. Hodges698227910/20/202610/19/2026Osaic Wealth, Inc.23131New York, NY
Tessa C. Hanners816443410/20/202610/19/2026J.P. Morgan Securities LLC79Columbus, OH
Thomas H. McLaughlin607572410/20/202610/19/2026LPL Enterprise, LLC8733Englewood, CO
Timothy Sprague832135010/20/202610/19/2026Osaic Wealth, Inc.23131Virginia Beach, VA
Trevin A. Caverzagie797462610/20/202610/19/2026Ameritas Advisory Services, LLC317245Omaha, NE
Tyler McQuilkin815814410/20/202610/19/2026LPL Financial LLC6413Spokane, WA
Vitor D. P. S. Gama668880410/20/202610/19/2026Longship LLC342196Miami, FL
Vivian C. Daroczy824954510/20/202610/19/2026Morgan Stanley149777Seattle, WA
Will M. Thomas598758410/20/202610/19/2026J.P. Morgan Securities LLC79Lexington, KY
Yijia Xu812665810/20/202610/19/2026Charles Schwab & Co., Inc.5393Orlando, FL

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