Skyward Financial transitioned its team from Wedbush Securities to LPL Financial on August 26, 2025.
1 report, 1 independent
Updated Aug 26
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What happened
Skyward Financial transitioned its team from Wedbush Securities to LPL Financial on August 26, 2025.
Who's involved
What this event is mainly aboutKeep exploring
Part of
Various executive appointments and past employment details were reported for companies including Cetera Financial Group, Wealth.com, LPL Financial, and Morgan Stanley.Also in this story
- Mike Holtschlag was appointed EVP of Banking and Lending at LPL Financial on June 30, 2025, after spending 17 years at Fidelity Investments.
- LPL Financial welcomed Nicole James to its team, who joined from Osaic.
The entities involved
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LPL Financial
independent broker-dealer in the United States
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Wedbush Securities
US financial services and investment firm
Nothing else this week.
Related events
Coverage
Newest first; wire copies grouped- GlobeNewswireLPL Financial Welcomes Skyward Financial SAN DIEGO, Aug. 26, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of Skyward Financial have joined LPL Financial’s broker-deale