Merrill team managing $600 million moves to LPL

Merrill team managing $600 million moves to LPL
Six long-time Merrill advisers in Oakland, California, and Savannah, Georgia, switch to LPL's employee unit, Linsco.
SEP 09, 2022

A six-adviser team managing $600 million at Merrill Lynch has moved to Linsco, the employee unit of LPL Financial.

The team — Justin Hurd, David Earl Spencer, George Alessandria, Brandy Ebron, Sylvia Jorgensen and Ryan Larragoity — operates as Broadway Wealth Management, with locations in Oakland, California, and Savannah, Georgia.

The advisers are long-time Merrill employees. Hurd started his career at Merrill in 1986, according to his BrokerCheck report. Spencer had spent 14 years at Merrill, while Alessandria was there 18 years, and Ebron and Jorgensen were both at Merrill 16 years.

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