People Moves
Who's Moving Where In Wealth Management? - LPL Financial, Pacific Oak

The latest senior wealth management executive moves in North America.
LPL Financial
LPL Financial,
the broker-dealer and registered investment advisor custodian,
has appointed advisor Bryan Schneider to join its broker/dealer
and corporate RIA platforms.
Schneider reported having served approximately $425 million in advisory, brokerage and retirement plan assets. He is joining the group of advisors at Professional Wealth Advisors, an LPL wealth management team based in Downers Grove, Illinois. Schnedier, formerly at JP Morgan Securities, brings more than 20 years of experience to the team. He launched his career supporting the back office of a trust company, working his way up to becoming a partner wealth advisor managing assets for about 400 households.
Professional Wealth Advisors and LPL Financial are separate entities.
Pacific Oak Capital Markets Group
Pacific
Oak Capital Markets Group, which distributes alternative
investments, has appointed Jeff Namendorf as senior regional vice
president; he is responsible for sales in Texas, Louisiana,
Arkansas and Oklahoma.
Namendorf began his career in financial services 30 years ago as an advisor. He transitioned to the wholesale side of the business and has sold mutual funds, annuities and alternatives. Most recently he was vice president regional director at Black Creek Capital Markets. He will be responsible for building and maintaining relationships with financial intermediaries in the broker-dealer, regional independent and RIA channels.