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 826–850 of 1296. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Maria H. Florez776624811/11/2026updated
Mariah T. Romero736863611/11/2026updated
Maricel C. Dalere664279311/11/2026updated
Marisa S. Hayet757711411/11/2026added
Mark A. Hernandez680980311/11/2026added
Mark A. Molk470698411/11/2026updated
Mark E. Katz201881411/11/2026updated
Mark Gendy780158011/11/2026updated
Mark J. Vamvaketis244421111/11/2026updated
Mark S. Madia231307211/11/2026updated
Marlene A. Dattilo146645611/11/2026added
Marlie C. Thomas475929611/11/2026removed
Marshall B. Donner652802411/11/2026updated
Marshall L. Felker258508311/11/2026updated
Martin Cerda740705811/11/2026removed
Mary L. Mayabb109836911/11/2026updated
Mary R. Carter691584711/11/2026updated
Mary T. Masters313017811/11/2026updated
Mary W. Basili108868911/11/2026updated
Masar Jashanica685000311/11/2026updated
Mashal T. Lakhani740619411/11/2026updated
Mathius M. Gertz832745511/11/2026added
Matthew A. Raimo705087311/11/2026added
Matthew A. Weaver634582011/11/2026removed
Matthew E. Loverine484049211/11/2026updated

Download data (CSV)

Sources