Ox Road Capital Joins LPL Strategic Wealth Services

SAN DIEGO, Sept. 16, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Jeffrey S. "Jeff" Allen, CFP^®, CTFA, Steve N. Armaly, Brian A. Blackburn, CFP^® and Michael S. Lee, CEPA® have launched a new independent practice, Ox Road Capital, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth. They reported serving approximately $1.25 billion in advisory, brokerage and retirement plan assets* and join LPL from UBS.

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