Financial advisor
Jim LaNeave
Now at LPL Financial · Wealth Innovations · Richmond, VA
Registered as JAMES BRANCH LANEAVE
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Wealth Innovations | Osaic | LPL Financial | Lateral | February 3, 2026 | $200M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| LPL FINANCIAL LLC | Broker-dealer | December 2, 2025 | Current |
| OSAIC WEALTH, INC. | Broker-dealer | June 14, 2024 | December 4, 2025 |
| SECURITIES AMERICA, INC. | Broker-dealer | July 17, 2020 | June 14, 2024 |
| INVESTACORP, INC. | Broker-dealer | March 26, 2018 | July 17, 2020 |
| SUMMIT BROKERAGE SERVICES, INC. | Broker-dealer | September 2, 2015 | April 4, 2018 |
| J.P. TURNER & COMPANY, L.L.C. | Broker-dealer | April 22, 2009 | September 29, 2015 |
| SYNERGY INVESTMENT GROUP, LLC | Broker-dealer | July 13, 2004 | March 19, 2009 |
| METLIFE SECURITIES INC. | Broker-dealer | July 2, 2001 | August 10, 2001 |
| METROPOLITAN LIFE INSURANCE COMPANY | Broker-dealer | July 2, 2001 | August 10, 2001 |
| SII INVESTMENTS, INC. | Broker-dealer | March 17, 1997 | June 30, 2004 |
| TITAN/VALUE EQUITIES GROUP, INC. | Broker-dealer | March 5, 1993 | April 2, 1997 |
| FORTIS INVESTORS, INC. | Broker-dealer | April 5, 1991 | March 6, 1993 |
| TRANSAMERICA SECURITIES SALES CORPORATION | Broker-dealer | March 6, 1987 | December 12, 1989 |
| TRANSAMERICA FINANCIAL RESOURCES, INC. | Broker-dealer | September 18, 1985 | October 31, 1988 |
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.