Products
Data Sets
Integrations
Services
Harbor Lights Financial Group has returned to LPL Financial’s broker-dealer, RIA, and custodial platforms, managing approximately $535 million in assets. The firm, based in Manasquan, N.J., was founded in 1994 by financial advisors Doug Lockwood, Rob Tendler, and Ken Roberts, who specialize in strategic investment advice and high-touch service for clients.
After leaving LPL in May 2016, the Harbor Lights team closely observed LPL's transformation and concluded that it has evolved into the ideal partner for their business's future. They were particularly attracted to LPL’s enhanced liquidity and capital resources, which they believe will ensure the longevity of their practice. The team, which includes financial advisors David Scureman and Jonathan Shippee, as well as COO Steve Catapano and five support staff members, sees LPL as the best partner for their next chapter. Their return marks a strategic move to align with LPL's future-focused approach to wealth management.
To view the press release, click here.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
September 10, 2025 Investor News: Milwaukee ERS Pauses New PE Commitments, and more...
September 10, 2025
August Capital Flows Led by Core Real Estate & AI Infrastructure
September 08, 2025
July 2025 – Healthcare Transactions Remain Strong Across Pharmaceuticals, Biotech, MedTech, Services, and Digital Health
August 26, 2025
July 2025 – Earnings Season Highlights AI Acceleration, Financial Stability, and Resilient Consumer Demand
August 21, 2025
July 2025 – Software & Technology Transactions Remain Strong Across AI, Infrastructure, and Cybersecurity
August 18, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy
