ADVISER MOVES

Sarah L. Persons has an LPL affiliation record; 1,296 affiliation changes

In observations dated November 11, 2026, Sarah L. Persons was listed with LPL Financial LLC. The 1,296 affiliation changes are registration-record findings, not verified job moves.

By Maya Chen··1 min read

Sarah L. Persons's registration observation dated November 11, 2026, lists an affiliation with LPL Financial LLC, with an approved New York registration shown as of November 10. These are affiliation-record findings, not confirmation of hiring or current employment.

The complete November 11 observation includes 1,296 affiliation changes: 320 added, 916 updated and 60 removed. Those categories count affiliation records; an update or removal does not establish a job change or departure.

Steven L. Worsham's Ameriprise Financial Services, LLC affiliation record reflects an address-suite change in Dover, Ohio, between the compared observations dated November 11, 2026. The same observation no longer lists Darin E. McLeish with Ameriprise and no longer lists George S. Marlow with UBS Financial Services Inc.; those removals do not establish that either adviser left the firm.

Adviser affiliation records

The appendix lists all 1,296 affiliation records on 11/11/2026. These entries describe affiliation records; they do not establish hiring or departure dates, and an adviser may appear more than once.

Showing rows 476–500 of 1296. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Graham C. Kennedy755131611/11/2026updated
Grant A. Muir657881311/11/2026updated
Grant J. Wenger100972711/11/2026updated
Grant W. Kincade566976511/11/2026updated
Grayson K. Browning829717611/11/2026added
Greg A. Haney323188311/11/2026updated
Greg A. Willsey178960711/11/2026updated
Greg Ehresman545687411/11/2026updated
Greg Segal476469111/11/2026added
Gregory Metz404127611/11/2026removed
Gregory T. Barrett671328311/11/2026added
Grover E. Stults265073211/11/2026updated
Guillermo A. Gastelum510036611/11/2026updated
Haley Graber806590311/11/2026updated
Halle Best813953811/11/2026updated
Hannah C. Guidroz828619511/11/2026added
Hannah C. Osland815386911/11/2026added
Hannah L. Gouger729156911/11/2026updated
Harold R. Allen667844711/11/2026removed
Harrison Howard593626811/11/2026added
Hayden D. Wood805149411/11/2026updated
Heather R. Kakabeeke290006811/11/2026updated
Hector B. D. J. Ramos668036711/11/2026added
Helen T. Elmiger711747111/11/2026updated
Holly M. Wharton540272411/11/2026updated

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