Financial advisor
Conley Thornhill
Now at LPL Financial · Paxara Wealth Partners · Winter Haven, FL
Registered as George CONLEY THORNHILL
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Paxara Wealth Partners | UBS | LPL Financial | Breakaway | May 7, 2026 | $330M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| LPL FINANCIAL LLC | Investment adviser | March 4, 2026 | Current |
| LPL FINANCIAL LLC | Broker-dealer | March 4, 2026 | Current |
| UBS FINANCIAL SERVICES INC. | Investment adviser | July 23, 2008 | March 13, 2026 |
| UBS FINANCIAL SERVICES INC. | Broker-dealer | July 23, 2008 | March 13, 2026 |
| MORGAN STANLEY & CO. INCORPORATED | Investment adviser | April 2, 2007 | July 29, 2008 |
| MORGAN STANLEY & CO. INCORPORATED | Broker-dealer | April 2, 2007 | July 29, 2008 |
| MORGAN STANLEY | Investment adviser | October 4, 2000 | April 2, 2007 |
| MORGAN STANLEY DW INC. | Broker-dealer | October 4, 2000 | April 2, 2007 |
| A. G. EDWARDS & SONS, INC. | Broker-dealer | December 23, 1981 | October 5, 2000 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.