LPL Financial Welcomes Shoreline Private Wealth Management
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: GlobeNewswire
SAN DIEGO, Feb. 17, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Jason Mochi of Shoreline Private Wealth Management has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley. Based in Santa Barbara, Calif., Mochi brings over 30 years of industry experience and serves a clientele of high-net-worth individuals, primarily those nearing or in retirement. His approach is rooted in listening, disciplined strategy and independent judgment, delivering wealth management aligned with clients’ long-term goals and best interests. “Shoreline offers a white glove, boutique, family focused office experience, built on personal attention and long-term relationships rather than transactional interactions,” said Mochi. “We emphasize clarity, comprehensive planning, and an environment where independence keeps the clien
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LPLA
Earnings
- 1/29/26 - Beat
LPLA
Sec Filings
- 2/4/26 - Form 4
- 1/29/26 - Form 8-K
- 1/14/26 - Form 3
- LPLA's page on the SEC website