What changed

Joined LPL Financial's broker/dealer and RIA platforms with Lakewood Wealth Management from Cambridge, serving about $170 million as of year-end 2025.

Reported / discovered

Oct 1, 2026

Effective

Not reported

New role

Financial Adviser

Previous role

Not reported

Market

Ann Arbor, MI

Reported book

$170M

Reported team size

3 people

Named people

3

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

3 observations consolidated into one event.