LPL Financial Welcomes The Capitol Bay Group
LPL Financial(US:LPLA) Globenewswire·2025-09-09 13:00SAN DIEGO, Sept. 09, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of The Capitol Bay Group have joined Upstream Investment Partners, an existing firm supporting LPL-affiliated advisors. They reported serving approximately $375 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Based outside of Washington, D.C., in Tysons, Va., the team is led by John Yetman, CIMA®, and Manish Mukhi, APMA™. The duo brings 70 years of experience and focuses ...