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advisor

Steve Braatz

In network coverage since September 1, 2026 · 3 stories
Network coverage
Moves

NewEdge and LPL place bank-bred teams in new structures

Two advisor-team moves in one weekly report show the independent channel has stopped mining wirehouse books and started building continuity around the advisor.
Moves · Sep 2Three breakaways, $945 million, and the fight moves inside the channel
Moves · Sep 1LPL's Linsco pitch is winning wirehouse talent
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