{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-24-032973","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2024-02-13T23:59:59+00:00","discovered_at":"2026-05-14T18:03:24.054237+00:00","generated_at":"2026-06-06T03:15:50.272744+00:00","sec_items":["7.01","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"LPL Financial to acquire Atria Wealth Solutions with ~$100B in client assets","bullets":["Acquisition adds ~2,400 advisors and 150 banks/credit unions with ~$100B in brokerage and advisory assets.","Transaction signed Feb. 12, 2024; expected to close H2 2024, with platform conversion by mid-2025.","Atria operates seven broker-dealers including CUSO Financial, Sorrento Pacific, Cadaret Grant, NEXT Financial, SCF Securities, Western International, and Grove Point.","Regulatory approval required; Morgan Stanley advising LPL, Ardea Partners advising Atria.","Deal expands LPL's reach in bank/credit union and independent advisor channels."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-24-032973","json":"https://secwatch.observer/filing/0001193125-24-032973.json","markdown":"https://secwatch.observer/filing/0001193125-24-032973.md","text":"https://secwatch.observer/filing/0001193125-24-032973.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000119312524032973/0001193125-24-032973-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000119312524032973/d765383d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T03:15:50.272744+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}