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 801–825 of 1296. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Luke J. Sutton691576411/11/2026updated
Luke Jauhola456142011/11/2026updated
Luke M. Cabe808822311/11/2026added
Luke Oleary790446111/11/2026updated
Luke T. Basil792684611/11/2026updated
Mackenson Notus821425811/11/2026updated
Mackenzie A. Bridgeland454812111/11/2026updated
Madeline M. Moran827978711/11/2026updated
Madior Khoussa820357211/11/2026added
Madison A. Croasdell834056711/11/2026updated
Madison Frank823682511/11/2026added
Madison L. Donovan770568811/11/2026updated
Malcolm D. Saunders835873211/11/2026added
Mallory L. Horn729307811/11/2026updated
Mante Osei652111911/11/2026updated
Marc A. Wilkins582532511/11/2026added
Marc C. Koch497807811/11/2026updated
Marcelo A. Arguello807703811/11/2026added
Marcin A. Szczepaniak664723511/11/2026added
Marcus Fabiano486976011/11/2026added
Marcy Morgan315245011/11/2026updated
Margaret J. Klokkenga614260511/11/2026updated
Margaret Nickens749749711/11/2026updated
Margarit Torosyan685923511/11/2026updated
Margo A. Magidson603232011/11/2026updated

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