Financial advisor
Samuel LaNeave
Now at LPL Financial · Wealth Innovations · Richmond, VA
Registered as SAMUEL 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 | Investment adviser | December 1, 2025 | Current |
| LPL FINANCIAL LLC | Broker-dealer | December 1, 2025 | Current |
| OSAIC WEALTH, INC. | Investment adviser | June 14, 2024 | December 4, 2025 |
| OSAIC WEALTH, INC. | Broker-dealer | June 14, 2024 | December 4, 2025 |
| SECURITIES AMERICA ADVISORS, INC. | Investment adviser | July 17, 2020 | June 14, 2024 |
| SECURITIES AMERICA, INC. | Broker-dealer | July 17, 2020 | June 14, 2024 |
| INVESTACORP ADVISORY SERVICES INC | Investment adviser | March 26, 2018 | July 17, 2020 |
| INVESTACORP, INC. | Broker-dealer | March 26, 2018 | July 17, 2020 |
| CETERA INVESTMENT ADVISERS LLC | Investment adviser | November 5, 2015 | April 4, 2018 |
| SUMMIT BROKERAGE SERVICES, INC. | Broker-dealer | September 3, 2015 | April 4, 2018 |
| J.P. TURNER & COMPANY, L.L.C. | Broker-dealer | May 4, 2009 | September 29, 2015 |
| J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC | Investment adviser | May 4, 2009 | December 1, 2015 |
| LINCOLN FINANCIAL ADVISORS CORPORATION | Investment adviser | January 23, 2007 | April 1, 2009 |
| LINCOLN FINANCIAL ADVISORS CORPORATION | Broker-dealer | January 22, 2007 | April 1, 2009 |
| SYNERGY INVESTMENT GROUP, LLC | Investment adviser | February 23, 2005 | January 23, 2007 |
| SYNERGY INVESTMENT GROUP, LLC | Broker-dealer | February 23, 2005 | January 23, 2007 |
| FIRST CLEARING, LLC | Broker-dealer | November 11, 2003 | October 20, 2004 |
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.