Business
LPL Financial Welcomes Shoreline Private Wealth Management
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, prim
About this update from Lpl Financial Holdings Inc.
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