What changed

Joined LPL from Edward Jones with $190M in combined assets as part of McCutchen Wesson Wealth Advisors.

Reported / discovered

Aug 20, 2026

Effective

Not reported

New role

Financial Advisor

Previous role

Not reported

Market

Marion, AR

Reported book

$190M

Reported team size

2 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

3 observations consolidated into one event.