What changed

Duo with Matt Roberts moved from Corebridge Financial to LPL-affiliated Frontline Investment Advisors, serving approximately $350M in advisory, brokerage, and retirement plan assets.

Reported / discovered

Aug 13, 2026

Effective

Not reported

New role

Financial Advisor

Previous role

Not reported

Market

Tampa, FL

Reported book

$350M

Reported team size

2 people

Named people

2

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

4 observations consolidated into one event.