LPL Financial and Strategic Wealth Group Welcome Financial Advisors Mike Trudeau, Matt Merrick, Ben Ollila and Ben Prchal SAN DIEGO, June 24, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Mike Trudeau, CFP®, Matt Merrick, Ben Ollila, CFP® and Ben Prchal have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligning with existing RIA firm . They reported serving approximately $220 million in advisory, brokerage and retirement plan assets* and join LPL from Thrivent Investment Management. Based just outside of Minneapoli...
LPL Financial Reports Monthly Activity for May 2025 SAN DIEGO, June 23, 2025 (GLOBE NEWSWIRE) -- LLC (“LPL Financial”), a wholly owned subsidiary of LPL Financial Holdings Inc. () (the “Company”), today released its monthly activity report for May 2025. Total advisory and brokerage assets at the end of May were $1.85 trillion, an increase of $66.6 billion, or 3.7%, compared to the end of April 2025. Total organic net new assets for May were $6.5 billion, translating to a 4.4% annualized growth rate. This included $1.0 billion of assets that off-boarded as part of the previously dis...
EverMark Investment Partners Launches with Support from LPL Strategic Wealth The Advisor Trio Becomes the 50th Team to Join LPL’s Strategic Wealth Services Affiliation Model SAN DIEGO, June 17, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Matthew Sweeney, CFP®, John Folsom and Tanner Carter, CFP®, have launched a new independent practice, (“EverMark”), through affiliation with LPL Financial’s supported independence model, . They reported serving approximately $425 million in advisory, brokerage and retirement plan assets* and join LPL from RBC. Based in San Diego,...
LPL Financial Welcomes Runyan Capital SAN DIEGO, June 12, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor Jeff Runyan has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. He reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Wedbush Securities. Based in Beverly Hills, Calif., Runyan grew up in Missouri, where his passion for financial discipline took root early and deepened over time. After beginning his career in wealth management in 2001, he set out to fulfi...
A director at LPL Financial Holdings Inc sold 1,500 shares at 378.867USD and the significance rating of the trade was 60/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two ye...
A director at ResMed Inc sold 2,000 shares at 247.320USD and the significance rating of the trade was 56/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...
LPL Financial Welcomes Loomis Wealth Management SAN DIEGO, June 05, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors William “Bill” Curtis Loomis, III, CFP®, William Curtis “Curt” Loomis, IV and Justin K. Hitt of have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms. The team reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from L.M. Kohn & Company. Based in Harrisonburg, Va., Bill and Curt founded Loomis Wealth Management in 2010 with the goal of empowering indi...
We hosted a call on Monday that covered our analysis of the impact of the FCC inquiries on spectrum values, and how this could change if the Company files for Chapter 11 protection. We hosted the call with Jeff Carlisle who is perhaps the leading expert on matters that sit at the intersection of telecom policy and bankruptcy. We got more questions than we could answer in the time we had, and so we covered the questions we didn’t get to in this note.
Today EchoStar filed an 8-K announcing that they would not make a scheduled interest payment on DBS secured and unsecured bonds. As with the skipped interest payment at EchoStar, this triggers a 30-day grace period after which DBS will be in default. A default at DBS would also trigger a default at Dish Network Corp., based on cross-default protections in Dish Network Corp. bonds. Our quick thoughts in this (very) brief note.
Arv Private Wealth Launches with Support from LPL Strategic Wealth SAN DIEGO, June 02, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisors Christian Reuter, James “Scott” Robinson and Michael Capeder have launched a new independent practice, , through affiliation with LPL Financial’s supported independence model, . They reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and join LPL from RBC. Based in San Diego, Reuter and Robinson have been collaborating since 2012 and bring a combined six decades of financial industry experien...
Since Friday’s announcement that SATS is not making an interest payment, triggering a 30-day period that could lead to a SATS voluntary Chapter 11 proceeding, we have been in numerous talks with investors about the most notorious bankruptcy case involving the FCC and a telecom company, NextWave. In this note we quickly summarize the key lessons of that case for investors analyzing the potential implications of a SATS bankruptcy proceeding.
As previously discussed, earlier this month, the FCC opened two proceedings that could adversely affect SATS. The opening round of filings in those proceedings ended earlier this week. In this note we review the filings to update our analysis of the likely outcome.
Four Directors at PPL Corp sold/sold after exercising options 9,682 shares at between 34.660USD and 34.980USD. The significance rating of the trade was 50/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the compan...
Burlington Stores, Inc. Reports First Quarter 2025 Earnings Total sales increased 6%, at the mid-point of guidance and on top of 11% last year Comparable store sales were flat, at the mid-point of guidance and on top of 2% last year Net income was $101 million, and diluted EPS was $1.58 Excluding certain expenses associated with bankruptcy acquired leases: Adjusted EBIT margin increased 30 basis points, well ahead of guidance Adjusted EPS increased 18% to $1.67, well ahead of guidance Maintaining full year adjusted EPS guidance of $8.70 to $9.30; this guidance excludes anticipated expens...
There are two inquiries underway: one on the validity of the buildout extension; one exploring potential sharing in the MSS spectrum. In the first inquiry, only three parties filed in opposition – VTel, SpaceX, and SFP. The SFP filing alleges that EchoStar used “slight-of-hand” to meet buildout commitments. In the second inquiry, there were several filings from satellite companies that would like access to the spectrum (as one might expect). Our quick reaction in this brief note.
EchoStar filed an 8-K this morning claiming that the recent FCC public notices concerning its licenses have created uncertainty, limiting its ability to continue the buildout. In addition, they disclosed strong adds in April, which is consistent with comments made by Verizon today and others at recent events. Our quick thoughts in this (very) brief note.
LPL Financial to Present at the William Blair Growth Stock Conference SAN DIEGO, May 28, 2025 (GLOBE NEWSWIRE) -- LLC (Nasdaq:LPLA) today announced that Matt Audette, President and Chief Financial Officer, will present at the William Blair Growth Stock Conference on June 4. The presentation takes place at 11 a.m. ET. A live audio webcast of the presentation will be accessible at , with a replay available on the website after the presentation. Contacts Investor Relations Media Relations About LPL Financial LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealt...
LPL Financial Welcomes Mai Park Capital to Linsco Channel SAN DIEGO, May 28, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor Mai Park, CPWA®, has joined LPL’s employee advisor channel, , aligning with existing firm , to launch . She reported serving approximately $330 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch. Based in Newport Beach, Calif., Park transitioned to financial services in 2007 following a career as a high school science teacher. With more than 20 years of industry experience, Park focuses on estate planning, i...
LPL Financial Welcomes Beamish Wealth Management to Linsco Channel SAN DIEGO, May 27, 2025 (GLOBE NEWSWIRE) -- announced today that financial advisor Colin Beamish, CFP®, has joined LPL’s employee advisor channel, , to launch . He reported serving approximately $445 million in advisory, brokerage and retirement plan assets* and joins LPL from City National Securities, Inc., a subsidiary of RBC. Based in San Diego, Beamish transitioned to financial services in 2006 from the sports industry where he worked for the National Hockey League team Florida Panthers and the Arena Football Leagu...
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