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LPL Financial Welcomes The Capitol Bay Group

Provided By GlobeNewswire

Last update: Sep 9, 2025

SAN DIEGO, Sept. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of The Capitol Bay Group have joined Upstream Investment Partners, an existing firm supporting LPL-affiliated advisors. They reported serving approximately $375 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise.

Read more at globenewswire.com

LPL FINANCIAL HOLDINGS INC

NASDAQ:LPLA (9/22/2025, 4:15:04 PM)

After market: 336.99 0 (0%)

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+1.24 (+0.37%)



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