John Napolitano, George Clarke, Thomas Morrone, Michael Alexander, Max Kolbrenner, Gary Oman, Timothy McCarthy, Michael Velazquez

Adviser/team AUM: $200,000,000

Move Details

Firm leaving Lincoln Financial
Firm joining LPL Financial
Adviser(s) location

Braintree, MA

Date January 25, 2012
Source Reuters

Latest Moves to LPL Financial

Adviser(s) Date announced
John Osterberg, Chad Pannell, Philip Lee, Taylor BryantJune 21, 2016
Eric P. BurtonMay 17, 2016
Luisa EhrigMay 09, 2016

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.