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 601–625 of 1296. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Jeremy Nadel806643211/11/2026updated
Jerl L. McCasland797726211/11/2026updated
Jeromy Barton651449811/11/2026updated
Jerry C. Holton295459611/11/2026removed
Jesse D. Stacks836875011/11/2026updated
Jessica M. Pacheco690398711/11/2026updated
Jesteffer Annichiarico691468311/11/2026updated
Jesus G. Chavez725647911/11/2026removed
Jesus R. Rico821923711/11/2026added
Jijun Zhang721498911/11/2026added
Jill E. Spiegelberg448814311/11/2026updated
Joel M. Miller639685811/11/2026updated
Joel M. Zerbe627259911/11/2026updated
John Barrett747085411/11/2026updated
John Beckman806155211/11/2026updated
John C. Polachek218194211/11/2026updated
John Cerrone638209711/11/2026updated
John D. Diefenbach200636411/11/2026updated
John D. T. (David)252509911/11/2026updated
John E. Levangie598740211/11/2026updated
John E. Olson247044011/11/2026updated
John Falvey732241511/11/2026updated
John Gehrt796657111/11/2026added
John J. Trotta668287111/11/2026updated
John M. Albert255958811/11/2026updated

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