{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-041083","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2023-02-16T23:59:59+00:00","discovered_at":"2026-05-14T18:03:44.750907+00:00","generated_at":"2026-06-19T09:04:26.108589+00:00","sec_items":["5.02","7.01","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"confidence":"high","headline":"LPL Financial realigns organization; Chief Customer Care Officer Dayton Semerjian to depart March 31","bullets":["Dayton Semerjian (chief customer care officer) to depart effective March 31, 2023, due to organizational realignment.","Matt Enyedi appointed managing director for Client Success, leading cross-functional team for advisor and institution satisfaction.","CFO Matt Audette expands role to head of Business Operations, adding risk, compliance, and client operations oversight.","CEO Dan Arnold says new operating model focuses on client experience and advisor-mediated marketplace."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-041083","json":"https://secwatch.observer/filing/0001193125-23-041083.json","markdown":"https://secwatch.observer/filing/0001193125-23-041083.md","text":"https://secwatch.observer/filing/0001193125-23-041083.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000119312523041083/0001193125-23-041083-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000119312523041083/d814797d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-19T09:04:26.108589+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"27eb3e9fb0","claim":"Dayton Semerjian departed as chief customer care officer at LPL Financial Holdings Inc..","evidence_excerpt":"Dayton Semerjian will depart the Company effective March 31, 2023.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1397911/000119312523041083/0001193125-23-041083-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"depart"},{"label":"Role","value":"chief customer care officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}