| Date | Description |
|---|
| 2024-04-10 |
insert coo Madison Franklin |
| 2024-04-10 |
insert personal_emails li..@lpl.com |
| 2024-04-10 |
insert personal_emails ni..@lpl.com |
| 2024-04-10 |
insert personal_emails pa..@lpl.com |
| 2024-04-10 |
insert person Marissa Guerra |
| 2024-04-10 |
insert person Tricia Garrett |
| 2024-04-10 |
update person_title Lauren Wheeler: Staff Member => Administrative Services Team Lead |
| 2024-04-10 |
update person_title Linda Barfield: Staff Member => Business Relationship Manager |
| 2024-04-10 |
update person_title Madison Franklin: Staff Member => Director of Operations |
| 2024-04-10 |
update person_title Nick Philbeck: Staff Member => LPL Financial Planner |
| 2024-04-10 |
update person_title Sadie Schweers: Staff Member => Paraplanner |
| 2024-03-10 |
delete person Jeff Rumfield |
| 2024-03-10 |
delete person Marie Castillo |
| 2024-03-10 |
insert person Delaney McCoy |
| 2023-09-04 |
delete person Sandra Morkovsky |
| 2023-09-04 |
insert person Jeff Rumfield |
| 2023-09-04 |
insert person Jessica Llanas |
| 2023-09-04 |
insert person Lauren Wheeler |
| 2023-09-04 |
insert person Linda Barfield |
| 2023-09-04 |
insert person Madison Franklin |
| 2023-09-04 |
insert person Marie Castillo |
| 2023-09-04 |
insert person Nick Philbeck |
| 2023-09-04 |
insert person Sadie Schweers |
| 2023-09-04 |
insert person Taylor Sweet |
| 2023-09-04 |
update person_title Brandy Barela: Client Service Associate => Client Service Associate; Business Relationship Manager |
| 2023-09-04 |
update person_title Joslin Burr: Business Relationship Manager => Executive; Business Relationship Manager; Relationship Manager |
| 2023-06-24 |
delete personal_emails ow..@lpl.com |
| 2023-06-24 |
delete person Larry Goad |
| 2023-06-24 |
delete person Owen Seidenberger |
| 2023-02-10 |
delete otherexecutives Debbie Chandler |
| 2023-02-10 |
delete person Debbie Chandler |
| 2023-02-10 |
delete person Nichole Byrd |
| 2023-02-10 |
insert person Chris Liebum |
| 2023-02-10 |
update person_title Brandy Barela: Client Service Associate; Dean L. Boebinger, CFP => Client Service Associate |
| 2022-09-29 |
delete personal_emails fr..@lpl.com |
| 2022-09-29 |
delete person Brad Sandlin |
| 2022-09-29 |
delete person Franz Hildebrand |
| 2022-09-29 |
delete person Kent Boatwright |
| 2022-09-29 |
delete person Rebecca Foster |
| 2022-09-29 |
update person_description Dean L. Boebinger => Dean L. Boebinger |
| 2022-09-29 |
update person_title Kirk Walker: Financial Planner, Investment Advisor; Wealth Manager, Investment Advisor Representative => Financial Planner, Investment Advisor |
| 2021-02-25 |
delete person Jonathan Kolmetz |
| 2021-01-24 |
delete person Kaylee Powell |
| 2020-10-10 |
update person_description Sean P. Weaver => Sean Weaver |
| 2020-08-09 |
delete person Wesley Haltom |
| 2020-07-09 |
update person_description Leah Boatwright => Leah Boatwright |
| 2020-07-09 |
update person_title Brandy Barela: Client Service Associate => Dean L. Boebinger, CFP; Client Service Associate |
| 2020-06-03 |
insert personal_emails fr..@lpl.com |
| 2020-06-03 |
delete person Cindi Bechtold |
| 2020-06-03 |
delete person Jonathan Kolemetz |
| 2020-06-03 |
delete person Madison Franklin |
| 2020-06-03 |
delete person NICHOLE BRYD |
| 2020-06-03 |
insert person Franz Hildebrand |
| 2020-06-03 |
insert person Kaylee Powell |
| 2020-06-03 |
insert person Sandi Hegeman |
| 2020-06-03 |
update person_description Adam Straseske => Adam Straseske |
| 2020-06-03 |
update person_description Sean Weaver => Sean P. Weaver |
| 2020-06-03 |
update person_title Dean L. Boebinger: Director of Tactical Investment Strategies; Financial Advisor; Director of Tactical Investment Strategies, Strategic Financial Concepts, LLC => Director of Tactical Investment Strategies |
| 2020-06-03 |
update person_title Jeff Solinsky: Financial Advisor => Owner of Solinsky Group |
| 2020-06-03 |
update person_title Jonathan Kolmetz: Financial Advisor; Financial Advisor / President, Oaks Wealth Management => President & Founder at Oaks Wealth Management |
| 2020-06-03 |
update person_title Leah Boatwright: Director of Operations / Private Client Coordinator, Strategic Financial Concepts, LLC, NFA Wealth Managment; Director of Operations / Private Client Coordinator; Member of the Support Team => Director of Operations / Private Client Coordinator |
| 2020-06-03 |
update person_title Ryan J. Bubela: Financial Advisor; CERTIFIED FINANCIAL PLANNER => null |
| 2020-06-03 |
update person_title Tracey Collazo: Director of Insurance; Associate With National Financial Alliance; Member of the Support Team; Director of Insurance, Strategic Financial Concepts, LLC, National Financial Alliance, LLC => Director of Insurance; Associate With National Financial Alliance |
| 2020-06-03 |
update person_title Wesley Haltom: Administrative Assistant; Member of the Support Team => Insurance Associate |
| 2020-04-03 |
delete personal_emails mi..@lpl.com |
| 2020-04-03 |
delete person Michael Spielmann |
| 2020-04-03 |
delete person Shane Miller |
| 2020-01-29 |
insert person Madison Franklin |
| 2020-01-29 |
update person_description Sean P. Weaver => Sean Weaver |
| 2019-11-28 |
delete person Sierra Leblanc |
| 2019-09-29 |
delete person Ashlea Ralph |
| 2019-09-29 |
update person_description Rebecca Foster => Rebecca Foster |
| 2019-09-29 |
update person_description Steve Romano => Steve Romano |
| 2019-08-29 |
insert otherexecutives Debbie Chandler |
| 2019-08-29 |
insert personal_emails ow..@lpl.com |
| 2019-08-29 |
insert personal_emails ri..@lpl.com |
| 2019-08-29 |
insert person Brandy Barela |
| 2019-08-29 |
insert person Cindi Bechtold |
| 2019-08-29 |
insert person Debbie Chandler |
| 2019-08-29 |
insert person Derek Moffatt |
| 2019-08-29 |
insert person Jonathan Kolemetz |
| 2019-08-29 |
insert person Jonathan Kolmetz |
| 2019-08-29 |
insert person Joslin Burr |
| 2019-08-29 |
insert person Owen Seidenberger |
| 2019-08-29 |
insert person Rick Tarbell |
| 2019-08-29 |
insert person Robert Bruns |
| 2019-08-29 |
insert person Roger Whitney |
| 2019-08-29 |
insert person Sean P. Weaver |
| 2019-08-29 |
insert person Young Scarborough |
| 2019-08-29 |
update person_title Brad Sandlin: Associate Case Designer => Member of the Support Team; Financial Services Team Leader |
| 2019-08-29 |
update person_title Kent Boatwright: Private Client Administrator / Life, P & C, Surplus Line Agent => Relationship Team Leader; Member of the Support Team |
| 2019-03-31 |
delete personal_emails st..@lpl.com |
| 2019-03-31 |
insert person KENT BOATWRIGHT |
| 2019-03-31 |
insert person REBECCA FOSTER |
| 2019-03-31 |
insert person SIERRA LEBLANC |
| 2019-03-31 |
update person_title ADAM STRASESKE: Investment Advisor; Chief Compliance Officer, Investment Advisor Representative; Representative => Compliance Director |
| 2019-03-31 |
update person_title BRAD SANDLIN: Administrative Assistant => Associate Case Designer |
| 2019-03-31 |
update person_title LEAH BOATWRIGHT: Private Client Coordinator => Director of Operations / Private Client Coordinator |
| 2019-03-31 |
update person_title STEVE ROMANO: Founder; President => Financial Advisor |
| 2019-01-05 |
delete person Emily Head |
| 2018-10-01 |
update person_description KRISTEN WAGNER => KRISTEN WAGNER |
| 2018-10-01 |
update person_description REAGAN WAGNER => REAGAN WAGNER |
| 2018-10-01 |
update person_title Wayne N. Schwartz: Investment Advisor; Representative; Registered Financial Consultant => Owner of CAPITAL RETIREMENT PLANNING GROUP; Investment Advisor; Representative |
| 2018-08-16 |
delete person Sidney Alexander |
| 2018-08-16 |
update person_description Emily Head => Emily Head |
| 2018-08-16 |
update person_title ASHLEA RALPH: Administrative Assistant => Programs Coordinator |
| 2018-08-16 |
update person_title Emily Head: Private Client Administrator => Marketing Operations Coordinator |
| 2018-08-16 |
update person_title Nichole Bryd: Administrative Assistant => Executive Assistant |
| 2018-06-30 |
insert person Emily Head |
| 2018-06-30 |
insert person Sidney Alexander |
| 2018-03-18 |
delete personal_emails sh..@lpl.com |
| 2018-03-18 |
insert coo KRISTEN WAGNER |
| 2018-03-18 |
insert personal_emails mi..@lpl.com |
| 2018-03-18 |
insert president Steve Romano |
| 2018-03-18 |
insert person Kirk Walker |
| 2018-03-18 |
insert person Matt McCracken |
| 2018-03-18 |
update person_description PATRICK TAYLOR => PATRICK TAYLOR |
| 2018-03-18 |
update person_title Adam Straseske: Compliance Officer, Investment Advisor Representative; Compliance Officer, Investment Advisor Representative, NFA Wealth Management, Strategic Financial Concepts, LLC => Investment Advisor; Chief Compliance Officer, Investment Advisor Representative; Representative |
| 2018-03-18 |
update person_title KRISTEN WAGNER: Chief Operating Officer National Financial Alliance, LLC Strategic Financial Concepts, LLC; Chief Operating Officer / National Financial Alliance, LLC / Strategic Financial Concepts, LLC => Chief Operating Officer; Partner |
| 2018-03-18 |
update person_title Larry Holder: Financial Advisor, LPL Financial and; Financial Advisor => Financial Advisor |
| 2018-03-18 |
update person_title REAGAN WAGNER: CEO; President; Managing Principal; CEO and President, Managing Principal, NFA Wealth Managment, Strategic Financial Concepts, LLC => CEO; President; Managing Principal |
| 2018-03-18 |
update person_title Steve Romano: Founder => Founder; President |
| 2018-03-18 |
update person_title Wayne N. Schwartz: Investment Advisor Representative, Strategic Financial Concepts, LLC; Investment Advisor; Representative; Registered Financial Consultant => Investment Advisor; Representative; Registered Financial Consultant |
| 2018-02-02 |
insert founder Steve Romano |
| 2018-02-02 |
insert person ASHLEA RALPH |
| 2018-02-02 |
insert person Brad Sandlin |
| 2018-02-02 |
insert person Edward Yale |
| 2018-02-02 |
insert person Jeff Solinsky |
| 2018-02-02 |
insert person KRISTEN WAGNER |
| 2018-02-02 |
insert person LEAH BOATWRIGHT |
| 2018-02-02 |
insert person Larry Holder |
| 2018-02-02 |
insert person Nichole Bryd |
| 2018-02-02 |
insert person RYAN J. BUBELA |
| 2018-02-02 |
insert person Shane Miller |
| 2018-02-02 |
insert person Steve Romano |
| 2018-02-02 |
insert person Zachary Jones |
| 2018-02-02 |
update person_title BELINDA GONZALES: Client Relationship Coordinator => Business Relationship Manager; Business Relationship Manager, NFA Wealth Management, Strategic Financial Concepts, LLC |
| 2018-02-02 |
update person_title DEAN L. BOEBINGER: Dean L. Boebinger, CFP® => Director of Tactical Investment Strategies; Director of Tactical Investment Strategies, Strategic Financial Concepts, LLC |
| 2018-02-02 |
update person_title TRACEY COLLAZO: Director of Contracting and Commissions / Strategic Financial Concepts, LLC / National Financial Alliance, LLC; Associate With National Financial Alliance => Director of Insurance; Associate With National Financial Alliance; Director of Insurance, Strategic Financial Concepts, LLC, National Financial Alliance, LLC |
| 2018-02-02 |
update person_title Wayne N. Schwartz: Investment Advisor; Representative; Registered Financial Consultant => Investment Advisor Representative, Strategic Financial Concepts, LLC; Investment Advisor; Representative; Registered Financial Consultant |
| 2016-09-10 |
update person_title Kirk Walker: Investment Advisor Representative / Strategic Financial Concepts, LLC; Financial Planner and Investment Advisor => Wealth Manager / Investment Advisor Representative |
| 2014-03-03 |
update person_title Tracey Collazo: Director of Commission / Underwriting, Life Division / Strategic Financial Concepts / National Financial Alliance, LLC; Associate With National Financial Alliance => Director of Contracting and Commissions / Strategic Financial Concepts, LLC / National Financial Alliance, LLC; Associate With National Financial Alliance |