Brind.
  1. Various executive appointments and past employment details were reported for companies including Cetera Financial Group, Wealth.com, LPL Financial, and Morgan Stanley.
  2. LPL Financial is acquiring Commonwealth advisors while facing competition from Osaic and recruitment efforts from Raymond James.

Coastal Wealth Management Group joined LPL Financial from Osaic on August 7, 2025.

2 reports, 1 independent Updated Aug 7
Gone quiet
Reports
2
Developments
1
Repetition
50%

New informationRepeats or wire copies

AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.

What happened

Some supportReported by 1 outlet

Coastal Wealth Management Group joined LPL Financial from Osaic on August 7, 2025.

Who's involved

What this event is mainly about
OsaicLPL Financial

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Part of

LPL Financial is acquiring Commonwealth advisors while facing competition from Osaic and recruitment efforts from Raymond James.

Also in this story

All 8 developments

Within Various executive appointments and past employment details were reported for companies including Cetera Financial Group, Wealth.com, LPL Financial, and Morgan Stanley.

The entities involved

Related events

Coverage

Newest first; wire copies grouped
  • GlobeNewswireLPL Financial and Financial Resources Group Welcome Coastal Wealth Management Group SAN DIEGO, Aug. 07, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Coastal Wealth
  • GlobeNewswireLPL Financial Welcomes Waznik Heike Group SAN DIEGO, July 15, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the team of 11 financial advisors from Waznik Heike Group have joined LPL