by FA Staff
The company also announced that Fundamentum has been rebranded as Stratos Investment Management.
by FA Staff
Lance Lively left a 19-year career at Edward Jones to join Ameriprise's independent channel.
by FA Staff
WaterStone Investment Council became MAI's 35th acquisition since 2018.
by FA Staff
Roberto Vargas joined Centennial Financial Services from J.P. Morgan Securities.
by FA Staff
David Yeske is taking over as chair of the board of directors.
by FA Staff
The addition is part of an aggressive growth plan, the Los Angeles-based firm said.
by FA Staff
Led by Robert Drake, Drake Financial Services manages approximately $100 million in client assets.
by FA Staff
The move positions the Georgia firm to become an acquirer, Kestra said.
by FA Staff
Waycross, Ga.-based BYRT Financial Advisors, led by managing partner Matthew Tuten, joins Kestra from Avantax
by FA Staff
Boersen, 35, is managing partner for Straight Path Wealth Management in Michigan.
by
Jennifer Lea Reed
After a yearlong hiatus, David Nolet has launched a full-service multifamily firm in Fort Worth.
by FA Staff
Chairman James L. Fox will serve as interim CEO starting April 1, the company said.
by FA Staff
Hopkins joined the Pennsylvania private wealth group in October after exiting Carson Group.
by FA Staff
Buffalo Capital Management is led by Will Gungoll, who previously spent 16 years as an advisor at Edward Jones.
by FA Staff
She joins Edelman from private stocks marketplace Forge Global.
by FA Staff
Lee Baker is the founder of Atlanta-based Apex Financial Services and past president of the FPA's Georgia chapter.
by FA Staff
Brian Dowhower will be responsible for planning for UHNW, HNW and affluent clients.
by FA Staff
Advisor Sheridan O'Connor and office manager Sarah Richardson operate as the O'Connor Wealth Group of Durham, N.C.
by FA Staff
Mark Hills and Uri "Chip" Doolittle V of Manilius, N.Y., were previously with Osaic.
by FA Staff
Scott Skinner will oversee eight branch offices and 73 financial advisors with $13.2 billion in client assets.
