custodian
LPL Financial Holdings Inc.
In PWD coverage since August 14, 2026 · 3 stories
1Deals on our tracker
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Arrivals
Anthony "Tony" Conte
Aug 18 · from Cambridge Investment Research
Kristian Forster
Aug 18 · from U.S. Bank
Departures
None tracked.
Deal recordFull tracker →
Feb 28, 25Deal announcedCommonwealth
PWD coverage
Moves
Conte Wealth moves $1.4 billion from Cambridge to LPL
LPL stands to gain a 20-advisor Pennsylvania team; Cambridge's recruiting strength faces a retention test.