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LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $488 billion in advisory and brokerage assets as of June 30, 2016. LPL is one of the fastest growing RIA custodians and is the nation`s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life`s aspirations into financial realities. Advisors associated with LPL also serviced an estimated 45,000 retirement plans with an estimated $124 billion in retirement plan assets, as of June 30, 2016. LPL also supports approximately 4,200 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego.
Greybrook is an investment firm that is focused on acquiring and operating companies in Technology, Healthcare and Real Estate industries. Greybrook`s strategy is to combine capital and an experienced executive team together with existing management to take advantage of growth opportunities. Collectively, Greybrook principals have created billions of dollars of equity value building and managing business, both public and private for the past 25 years. The Greybrook executive team possesses deep knowledge and relationships within the firm’s chosen industries. Combining this with an impressive network of executive level contacts and a track record of success is what enables Greybrook to pursue unique opportunities with the potential to create significant long term enterprise value.
Moore and Steel Professional Corporation is a Waterloo, ON-based company in the Financial Services sector.
Portfolio Strategies Corporation - Jennifer Slade is a Calgary, AB-based company in the Financial Services sector.
Goldstein Financial Consultants is a North York, ON-based company in the Financial Services sector.