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 201–225 of 1296. The CSV contains the complete table.

AdviserIndividual CRDObservedAffiliation change
Charbel Abi-Hassoun682698711/11/2026updated
Charles D. Jones467072111/11/2026updated
Charles D. Rodriguez816062811/11/2026added
Charles H. Hillman836886211/11/2026updated
Charles K. Truong419029011/11/2026updated
Charles L. Dennis140547711/11/2026updated
Charles M. Mungai416772911/11/2026updated
Charrie Dennard780179711/11/2026updated
Chase T. Parker823957011/11/2026added
Chelea M. Lawrence565856811/11/2026updated
Chelsea D. Wells537581411/11/2026updated
Chenglin Jiang819005511/11/2026added
Chiara C. D. Palma794903711/11/2026updated
Chinenye F. Enueme753442411/11/2026updated
Chitra Madanmohan655785911/11/2026updated
Christana R. Freerks114586311/11/2026removed
Christian C. McCall800296311/11/2026updated
Christian I. Zelaya731421411/11/2026updated
Christiana E. Carlini659135611/11/2026updated
Christine Hall704088911/11/2026updated
Christine Muneyyirci554792811/11/2026updated
Christine R. O'Donnell753484111/11/2026added
Christopher A. Affenita216554911/11/2026updated
Christopher A. Morgan731959511/11/2026updated
Christopher A. Osso686789011/11/2026updated

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