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 551–575 of 1296. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Jamison P. Gomsak666953911/11/2026added
Jane M. Mancini-Puliafico103229911/11/2026added
Janella K. Clarke831736611/11/2026updated
Janelle S. Williams756564111/11/2026removed
Jareth L. Touchstone809419211/11/2026updated
Jarred J. Colaiacovo830572611/11/2026updated
Jashanjeet Singh816114411/11/2026added
Jason A. McGrath266893111/11/2026added
Jason B. Blumberg608764411/11/2026updated
Jason C. Staas737830711/11/2026updated
Jason Edmond549261211/11/2026added
Jason J. Tribandis832011911/11/2026updated
Jason L. Murray400886811/11/2026removed
Jason Lewis511075911/11/2026updated
Jason M. Gies513381311/11/2026updated
Jason M. Ruch764406411/11/2026removed
Jason Ting452067211/11/2026updated
Jason White593871211/11/2026updated
Jason Wolgast836172311/11/2026added
Jason Yoo517531311/11/2026updated
Javon A. Enzor782485811/11/2026added
Jaxon A. Newton836529311/11/2026added
Jaxon G. Clark809114711/11/2026added
Jay U. Parayno401483411/11/2026updated
Jaycen P. Sussman822029411/11/2026updated

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