LPL.
Company
- Reports this week
- 2
- Active events
- 2
- Connections
- 27
What's happening
Active this week
Earlier this month
One to three months ago
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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
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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
Gone quiet
No new reports in 90+ daysNo events began in the chosen period. Widen it, or reset.
Around LPL this week
News at the entities that move LPL most-
FED StructuralIran closed the Strait of Hormuz, halting petroleum liquids movement and raising inflation concerns, which Donald Trump views as a potential solution.Moves LPL
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Goldman Sachs TransactionalGoldman Sachs, Morgan Stanley, JPMorgan Chase, and Bank of America are competing in the global investment banking sector.Moves LPL
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Meta OperationalMeta is launching a new commercial wing specifically focused on AI deployment.Moves LPL
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ICA OperationalICA conducts surveys on travel insurance gaps and issues travel advisories regarding weather risks in Vietnam.Moves LPL
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Commonwealth StructuralCollege funding in Saipan and Tinian is driving economic activity and boosting tax revenue across the islands.Moves LPL
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LPL Financial StructuralLPL Financial Holdings Inc. is based in Boston, MA.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.