LPL Financial acquired Commonwealth Financial Network on August 26, 2025, absorbing teams from various firms including Edward Jones and Lincoln.
6 reports, 5 independent
Updated Aug 12
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- Reports
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- Repetition
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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
LPL Financial acquired Commonwealth Financial Network on August 26, 2025, absorbing teams from various firms including Edward Jones and Lincoln.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Chris Stockton joined LPL Financial from Edward Jones and led NewEdge Wealth's expansion into Houston.Sub-event
LPL Financial acquired Commonwealth Financial Network, absorbing teams from various firms.1 source
Wayne Bloom joined LPL Financial's management committee following the acquisition of Commonwealth.1 source
Keep exploring
The entities involved
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LPL Financial
independent broker-dealer in the United States
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Commonwealth Financial Network
American investment advisor firm
Nothing else this week.
Related events
Coverage
Newest first; wire copies grouped- investmentnews.com
- financial-planning.com
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- Business WireAmeriprise Financial Welcomes Two Advisors with Over $150 Million in Assets From Commonwealth Financial Advisors cite personalized support and growth-focused resources at Ameriprise as key factors in
- Wealth Management&Partners Lures Second Commonwealth Team in as Many Weeks You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. &Partners, a St. Louis-based hy
- GlobeNewswireLPL Financial Closes Its Acquisition of Commonwealth Financial Network SAN DIEGO, Aug. 01, 2025 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (NASDAQ: LPLA), together with its subsidiaries, includi