LPL.
Company
- Reports this week
- 0
- Active events
- 0
- Connections
- 27
What's happening
Earlier this month
One to three months ago
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A new firm was founded in Dahlonega, and LPL secured sponsorships from Goldman Sachs.Some support1 report
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A conference was held in San Diego involving LPL, following up on a report released earlier this year.Some support1 report
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Jonathan Lewis joined LPL as managing director and CTO, based in New York, after previous roles at Wells Fargo and Mizuho.Some support2 reports
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Larson worked sequentially at both LPL and Osaic.Some support1 report
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Osaic provided investment resources to Millenia, while LPL joined Millenia, and Cetera recruited from Commonwealth.Some support1 report
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Nvidia, Commonwealth, LPL, and ICA are involved in strategic developments regarding AI investments, market share capture, and a shift to cash-balance-based tiering methodology.Some support1 report1 development inside
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Ilan Davidovici joined LPL as Executive Vice President, having moved from Edward Jones, announcing the move on LinkedIn.Some support1 report
Gone quiet
No new reports in 90+ days-
LPL and Ameriprise Financial are competing to attract high-net-worth clients from competitors.Some support1 report
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LPL and Baird are currently competing against each other in the market for experienced financial advisors.Some support1 report
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LPL and Wells Fargo narrowly escaped fiduciary duty allegations but face class-action lawsuits over cash sweeps.Some support1 report
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LPL was identified as a value stock on July 29, 2025.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around LPL this week
News at the entities that move LPL most-
Jonathan Lewis StructuralSarasota County is seeking to purchase property from Chris Brown, with Jonathan Lewis serving as County Administrator.Moves LPL
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FED StructuralUBS upgraded Wynn Macau citing improved outlook, while Morgan Stanley projected strong GGR growth in the market.Moves LPL
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Goldman Sachs TransactionalSolaria's data centre deal in Uruguay drew investor attention, with Gandolfi assessing associated risks.Moves LPL
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Ameriprise Financial OperationalRoyal Bank of Canada upped a stock price objective while McKinley purchased a new stake in Ameriprise Financial.Moves LPL
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Meta OperationalMeta received a fine from New Mexico, while Musk considered a Tesla merger, and Abbott and Lodestone announced corporate changes.Moves LPL
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ICA OperationalICA and the British Museum are co-hosting cultural events in London.Moves LPL
Connections
The 18 strongest of 27, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Commonwealth Financial Network Transactional
LPL completed the acquisition of Commonwealth Financial Network last year.
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Commonwealth Structural
LPL is integrating Commonwealth's assets and advisors, capturing a disproportionate share of its resources.
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Jonathan Lewis Structural
Jonathan Lewis joined LPL as Managing Director and CTO, establishing a functional dependency.
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Goldman Sachs Transactional
LPL secured sponsorships from Goldman Sachs, establishing a formal partnership and exchange of value.
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FED Structural
LPL operates within the macroeconomic environment and monetary policy framework overseen by the FED.
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Valero Energy Structural
LPL maintains a governance influence on Valero Energy through the presence of LPL executives on Valero's board.
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Ameriprise Financial Operational
The two entities are actively competing for the same market share by attracting high-net-worth clients from each other.
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Meta Operational
The competitive dynamic is driven by the market impact of an AI product causing significant market shockwaves.
Show all 18 connections
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ICA Operational
The operational status of both companies is forecasted to be influenced by a shift to cash-balance-based tiering methodology.
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Baird Operational
LPL and Baird are actively competing in the market for experienced financial advisors.
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Chesterfield Shared context
LPL is linked to Chesterfield through a firm that was previously affiliated with LPL and operates from that location.
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San Diego Shared context
LPL utilizes San Diego as a location for its professional conferences and events.
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Edward Jones Transactional
Davidovici transferred from Edward Jones to LPL.
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LPL Financial Structural
LPL Financial serves as the operational platform for LPL.
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Nasdaq Shared context
LPL is a major independent broker-dealer that is listed on the Nasdaq exchange.
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ALPS Mentioned together
Co-mentioned companies operating in the same financial services market.
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Dahlonega Mentioned together
No evidence was found linking Dahlonega and LPL.
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New York Mentioned together
The single snapshot provided links a person to New York, but does not describe a direct relationship between LPL and New York.
History
Events by the month they beganSeptember 2026
4 events- LPL Financial is gaining clients from competitors while operating under the backdrop of FED rate hikes.
- An AI product is causing market shockwaves, involving Meta, Charles Schwab, Robinhood, and LPL.
- A new firm was founded in Dahlonega, and LPL secured sponsorships from Goldman Sachs.
- A conference was held in San Diego involving LPL, following up on a report released earlier this year.
August 2026
4 events- Jonathan Lewis joined LPL as managing director and CTO, based in New York, after previous roles at Wells Fargo and Mizuho.
- Larson worked sequentially at both LPL and Osaic.
- Osaic provided investment resources to Millenia, while LPL joined Millenia, and Cetera recruited from Commonwealth.
- Nvidia, Commonwealth, LPL, and ICA are involved in strategic developments regarding AI investments, market share capture, and a shift to cash-balance-based tiering methodology.
July 2026
3 events- Ilan Davidovici joined LPL as Executive Vice President, having moved from Edward Jones, announcing the move on LinkedIn.
- LPL and Ameriprise Financial are competing to attract high-net-worth clients from competitors.
- LPL and Baird are currently competing against each other in the market for experienced financial advisors.