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Ex-Advisor Sues LPL, Citizens Bank & Trust Over Botched Transition
News September 26, 2024 at 02:44 PM
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What You Need To Know
- Nathan Adams alleges that, while pursuing a job with LPL, a background check mistakenly alerted his employer, Citizens.
- He was accused of improperly taking client data to LPL and faced felony charges, which were later dropped.
- LPL fired Adams after it found out about the alleged data heist — but not before Adams had transferred $15 million in assets, he says in the lawsuit.
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