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Wealth and Asset Management

LPL Financial Welcomes Shoreline Private Wealth Management

February 18, 2026

By News Team

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LPL Financial LLC has announced  that Jason Mochi of Shoreline Private Wealth Management has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley. Based in Santa Barbara, Calif., Mochi brings…

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