other
Raymond James Financial Services
In PWD coverage since August 18, 2026 · 12 stories
-1Talent net · 12 months1 in · 2 out
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 1 incoming events · 2 outgoing events
Arrivals
Lazorik Financial Management
Aug 28 · from Wells Fargo
Departures
Winstone Wealth Partners
Sep 21 · to Concurrent Investment Advisors
Jon Burnett
Sep 24 · to LPL Financial
PWD coverage
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Captrust and LPL are buying whole practices now
Two seven-advisor teams landed at Captrust the same day, LPL pulled four advisors off Northwestern Mutual, and a $385 million book left Wells—moves that read better as practice acquisitions than recruiting.