What changed

Joining Chad Carlile's move to LPL; has supported the practice for roughly two decades.

Reported / discovered

Sep 24, 2026

Effective

Not reported

New role

Practice support professional joining Chad Carlile's practice

Previous role

Not reported

Market

Lubbock, TX

Reported book

Not disclosed

Reported team size

Not disclosed

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

1 observations consolidated into one event.