firm
Linsco by LPL
In PWD coverage since September 6, 2026 · 1 story
+4Talent net · 12 months4 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +4 · 4 arrivals · 0 departures
Arrivals
Ryan Lewis
Sep 5 · from Morgan Stanley
Dan Hocking
Sep 5 · from RBC Wealth Management
Jonathan Lewis
Aug 28 · from Wells Fargo
Greg Gates
Aug 28 · from LPL
Departures
None tracked.
PWD coverage
Features
Citi raids the private-bank C-suite
Three hires from competing private banks move the talent war above the advisor ranks.