Financial ADVSR advisor moves · SEC adviser records, updated daily
Advisors who joined and left Financial Foundations, Inc.
Every SEC-registered advisor who joined Financial Foundations, Inc. or left it for another firm since October 22, and where they came from or went.
0 joined and 3 left for another firm since October 22, a net change of -3; the most who left went to LPL Financial LLC (3).
Every Financial Foundations, Inc. advisor, by city and state →Which firms are gaining and losing advisors →
Where advisors came from and went
Went to
Joined Financial Foundations, Inc. (0)
No advisors joined since October 22.
Left Financial Foundations, Inc. for another firm (3)
| Advisor | Went to | Office | Seen |
|---|---|---|---|
| Anthony Veloso | LPL Financial LLC | Southborough, MA | Oct 23 |
| Bryan A. Amandolare | LPL Financial LLC | Southborough, MA | Oct 23 |
| Jason A. Reesey | LPL Financial LLC | Southborough, MA | Oct 23 |
Questions
How many advisors has Financial Foundations, Inc. added recently?
0 SEC-registered advisors joined Financial Foundations, Inc. and 3 left it for another firm since October 22, a net change of -3, according to the SEC's daily Investment Adviser Public Disclosure file.
Where are Financial Foundations, Inc. advisors going?
Of the advisors who left Financial Foundations, Inc. for another firm since October 22, the most joined LPL Financial LLC (3).
Where does this data come from?
The SEC publishes every registered investment adviser representative and their firms each day. Financial ADVSR compares each day's file with the one before: an advisor who gains a firm counts as joining it, one who loses it as leaving. A departure counts only when the advisor shows up at another firm within 45 days; advisors who simply drop out of the file (retirements, broker-only roles, gaps in a day's file) aren't counted.
Source: the SEC's Investment Adviser Public Disclosure daily file, compared day by day since 2026-10-22. Investment adviser representatives only; broker-only moves (FINRA BrokerCheck) aren't included. Reported team moves and deals are in Advisor Moves.