What changed

Returned to LPL from Raymond James Financial Services as part of a three-advisor group reporting ~$430M in advisory, brokerage and retirement plan assets; had been affiliated with LPL from 2012-2022.

Reported / discovered

Sep 24, 2026

Effective

Not reported

New role

Financial advisor, founder of Burnett Financial Services

Previous role

Not reported

Market

Amarillo, TX

Reported book

$430M

Reported team size

3 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.