Team move
Praxis Financial Partners
FiNet → LPL Financial
What changed
Joined Praxis two years ago after 15 years as an advisor; moved with Praxis team from Wells Fargo FiNet to LPL.
- Reported / discovered
- Oct 5, 2026
- Effective
- Not reported
- New role
- Financial Advisor
- Previous role
- Not reported
- Market
- Alpharetta, GA
- Reported book
- $1.1B
- Reported team size
- 4 people
- Named people
- 4
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
Financial Advisor Magazine ↗Oct 5, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
4 observations consolidated into one event.
Oct 6, 2026Source evidence reconciled