Team move
Greenwood Wealth Partners
D.M. Kelly & Company → Raymond James
What changed
Joined Raymond James employee advisor channel as part of Greenwood Wealth Partners from D.M. Kelly & Company; also spelled Lorbiecki in source and spent 30 years at D.M. Kelly.
- Reported / discovered
- Sep 24, 2026
- Effective
- Not reported
- New role
- Team member
- Previous role
- Not reported
- Market
- Clive, IA
- Reported book
- $1.3B
- Reported team size
- 5 people
- 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
WealthManagement.com ↗Sep 24, 2026 · Reporting
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.
Oct 2, 2026Source evidence reconciled