What changed

Joined LPL from Raymond James as part of the same three-advisor group reporting ~$430M combined; leads Fowler Investment Services.

Reported / discovered

Sep 28, 2026

Effective

Not reported

New role

financial advisor

Previous role

Not reported

Market

Pampa, TX

Reported book

$430M

Reported team size

3 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

3 observations consolidated into one event.