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 126–150 of 1296. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Benjamin Weinberg736799211/11/2026updated
Beverly I. Turnbull827951811/11/2026added
Blaise M. Robeson301804711/11/2026updated
Blake A. Bambach655630011/11/2026added
Bobbi J. Holst481560711/11/2026updated
Bola Habib762423611/11/2026updated
Bolor-Erdene Nergui830557711/11/2026updated
Bradford G. Norford255205811/11/2026updated
Bradford S. Sabol249656911/11/2026updated
Bradley C. Borriello557661211/11/2026updated
Bradley J. Wheeler295691011/11/2026updated
Bradley M. Martin516914711/11/2026updated
Brady Patterson755919011/11/2026updated
Brandan K. Houle831834911/11/2026added
Branden C. Misner733334111/11/2026updated
Brandon A. Fried581792711/11/2026updated
Brandon Basal786781611/11/2026updated
Brandon Dariotis707609211/11/2026updated
Brandon G. Holland837011111/11/2026added
Brandon J. Bolduc708732511/11/2026added
Brandon L. Klippel559802311/11/2026updated
Brandon M. Bush617178211/11/2026updated
Brannon C. Ozark557759111/11/2026removed
Brenda L. I. Monk196642911/11/2026updated
Brent A. Pertusio673441411/11/2026updated

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