Greenwood Wealth Partners

What changed

Joined Raymond James employee advisor channel as part of Greenwood Wealth Partners from D.M. Kelly & Company; also spelled Lorbiecki in source and spent 30 years at D.M. Kelly.

Reported / discovered

Sep 24, 2026

Effective

Not reported

New role

Team member

Previous role

Not reported

Market

Clive, IA

Reported book

$1.3B

Reported team size

5 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.