Providence previously operated with LPL Financial.
1 report, 1 independent
Updated Aug 7
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What happened
Providence previously operated with LPL Financial.
Who's involved
What this event is mainly aboutKeep exploring
The entities involved
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Osaic
Wealth Management
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LPL Financial
independent broker-dealer in the United States
Related events
- Larson worked sequentially at both LPL and Osaic.
- LPL Financial acquired Commonwealth Financial Network on August 26, 2025, absorbing teams from various firms including Edward Jones and Lincoln.
- Financial firms LPL Financial, Osaic, and Wealth.com are integrating Anthropic's AI for client services and financial advice.
Coverage
Newest first; wire copies grouped- Business Wire$275 Million Providence Wealth Planning Chooses Osaic Family-led advisory team joins Osaic from LPL Financial, citing shared values, technology support and growth opportunities with new affiliation S