People and teams
Registration observations and selected adviser groups, with confirmed facts distinguished from potential patterns.
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J.P. Morgan Securities LLC filed 18 of the 166 first-registration records observed Sep 18–20, 2026; Strategic Advisers, Equitable Advisors and State Farm followed.
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PEOPLE
The complete selected-period count includes 20 records assigned to J.P. Morgan Securities and 15 to LPL Financial; the dates and firm addresses in individual records have narrower meanings than a verified hiring or personal-location report.
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PEOPLE
The three-day tally includes 558 records marked Added, 2,074 Updated and 341 Removed. Selected records show additions, removals and changes to listed office locations, but do not establish hiring or departure dates.
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TEAM MOVES
September 18–20 records show 27 potential affiliation groups. Two selected patterns involve related Schwab and Wells Fargo firms; they do not establish coordinated moves or shared adviser branches.
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ADVISER MOVES
Registration records for Sept. 21, 2026 show 134 affiliation changes — 80 updates, 31 additions, 23 removals — with new affiliations at Strategic Advisers and RBC Capital Markets.
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