Lpl Financial Holdings INC 8-K filings

LPL Financial Holdings Inc. announced robust second quarter 2026 financial results, driven by significant growth in client assets and advisory services, alongside strategic acquisitions.

LPL Financial reported strong first-quarter 2026 results with record earnings per share and significant growth in advisory assets.

LPL Financial announced robust fourth quarter and full year 2025 results, driven by significant asset growth and strategic acquisitions.

LPL Financial Holdings Inc. announced the election of Somesh Khanna, a seasoned expert in digital strategy and AI, as an independent director to its board, effective January 5, 2026.

LPL Financial reported a net loss of $30 million in Q3 2025, primarily due to $419 million in one-time acquisition costs from the Commonwealth Financial Network acquisition, while adjusted EPS rose 25% year-over-year.

LPL Financial Holdings Inc. has successfully closed its acquisition of Commonwealth Financial Network, integrating a firm supporting approximately 3,000 advisors and managing $305 billion in assets.

LPL Financial Holdings Inc. announced robust second quarter 2025 financial results, driven by significant asset growth and strategic acquisitions, despite some sequential declines in certain metrics.

LPL Financial Holdings Inc. has entered into a consulting agreement with its former Chief Legal Officer, Althea Brown, to facilitate an orderly transition of her responsibilities until September 20, 2025, which includes a waiver of approximately $270,000 in repayment obligations.

LPL Financial Holdings Inc. announced the resignation of its Chief Legal Officer and Corporate Secretary, Althea Brown, effective June 30, 2025, as she plans to take a career break.

LPL Financial Holdings Inc. announced the successful re-election of all ten director nominees, the ratification of Deloitte & Touche LLP as its independent auditor, and the advisory approval of named executive officer compensation at its 2025 annual meeting.

LPL Financial reports a strong Q1 2025 with increased net income and EPS, alongside the announcement of acquiring Commonwealth Financial Network.

LPL Financial Holdings Inc. has successfully completed the issuance and sale of $1.5 billion in senior notes to fund the acquisition of Commonwealth Financial Network and for general corporate purposes.

LPL Financial Holdings Inc. successfully completed a public offering of 5,390,625 shares of its common stock at a price of $320.00 per share.

LPL Financial is set to acquire Commonwealth Financial Network, a leading independent wealth management firm, in a $2.7 billion cash deal.

LPL Financial Holdings Inc. appoints Katharine Reeping as its new Chief Accounting Officer, effective February 28, 2025.

LPL Financial Holdings Inc. has successfully completed the issuance and sale of $1.25 billion in senior notes to repay debt and for general corporate purposes.

LPL Financial Holdings Inc. and its subsidiary LPL Holdings, Inc. have entered into an underwriting agreement to issue and sell $1.25 billion in aggregate principal amount of senior notes due 2030 and 2035.

LPL Financial reports a significant increase in net income and adjusted EPS for both Q4 and full year 2024, driven by substantial growth in advisory and brokerage assets and record advisor recruitment.

LPL Financial Holdings Inc. has successfully refinanced its existing Term Loan B facility with a new Term Loan A facility, expected to yield approximately $4 million in annual cash interest expense savings.

LPL Financial reached a settlement with its former CEO, Dan H. Arnold, allowing him to retain stock options valued at $12 million, while forfeiting the remainder.

LPL Financial Holdings Inc. has successfully refinanced its existing Term Loan B facility with a new Term Loan A facility, expected to save approximately $4 million annually in cash interest expenses.

LPL Financial announced a 16% year-over-year increase in net income to $255 million for the third quarter of 2024, driven by significant growth in advisory and brokerage assets and strategic acquisitions.

LPL Financial has officially appointed Rich Steinmeier as Chief Executive Officer and Matt Audette as President and Chief Financial Officer, effective immediately.

LPL Financial's CEO, Dan H. Arnold, was terminated for violating the company's code of conduct, and Rich Steinmeier has been appointed as Interim CEO.

LPL Financial announced its second quarter 2024 results, showing a 21% year-over-year increase in total advisory and brokerage assets to $1.5 trillion, despite a 12% decrease in net income.

LPL Holdings, Inc. has successfully issued $1 billion in senior notes and amended its credit agreement, increasing its revolving credit facility to $2.25 billion.

LPL Financial Holdings Inc. and its subsidiary LPL Holdings, Inc. have entered into an agreement to issue $1 billion in senior notes to fund general corporate purposes, including the acquisition of Atria Wealth Solutions, Inc.

LPL Financial Holdings Inc. held its 2024 annual meeting of stockholders on May 9, 2024, where all director nominees were elected, the appointment of Deloitte & Touche LLP was ratified, and executive compensation was approved on an advisory basis.

LPL Financial's first quarter saw a decrease in net income and adjusted EPS year-over-year, despite a significant increase in total advisory and brokerage assets and strategic acquisitions.

LPL Financial Holdings Inc. has announced an organizational realignment resulting in the departure of Chief Product Officer Kabir Sethi, effective March 31, 2024.