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Linsco by LPL Financial
In PWD coverage since September 1, 2026 · 1 story
+18Talent net · 12 months19 in · 1 out
Talent flow · 12 monthsOn the wire →
Net +18 · 19 arrivals · 1 departures
Arrivals
Dan Hocking
Sep 9 · from RBC Wealth Management
Ryan Lewis
Sep 9 · from Morgan Stanley
Pat Gilbert
Sep 9 · from Harbour Investments
Ryan Lewis
Sep 5 · from Morgan Stanley
Dan Hocking
Sep 5 · from RBC Wealth Management
Ryan Lewis
Sep 4 · from Morgan Stanley
Departures
James Slaughter
Aug 31 · to Cetera
PWD coverage
Moves
LPL's Linsco pitch is winning wirehouse talent
Three advisors left Morgan Stanley and RBC for a W-2 independent practice, the latest proof LPL's employee channel is the toughest rival the big banks have.