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On The Move

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Securities America Gains Three Firms

by FA Staff

The additions are part of the growth plans for Securities America, the firm said.

Advisor Team Joins Insight Wealth Strategies

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Insight Wealth Strategies, San Ramon, Calif., has added four key employees.

LaSalle St. Nabs Trott Brook Financial From LPL

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LaSalle St. adds Trott Brooks Financial from LPL.

JGP Wealth Is Now An Independent RIA

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The Portland, Ore., firm has broken ties with Wells Fargo Advisors.

Mercer Advisors Deepens Northeast Presence

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The firm has acquired high-net-worth firm Traust Sollus, adding $420 million in assets.

Raymond James Nabs $180M Merrill Lynch Team In Arkansas

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Taylor Adams and Annie Norris of the Southern Wealth Group have been recruited to Raymond James.

$170M Wells Fargo advisory team joins Steward Partners

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The Raffer Investment Group joins the RJFS affiliate.

$130 Million Advisor Team Moves to Raymond James

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Financial advisors James “Jim” Trimpe and Timothy Stolt were recruited to Raymond James & Associates (RJA), Inc., the firm’s traditional employee broker-dealer in Louisville,...

Morrison & Foerster Adds Financial Services Group Partner

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Susan Gault-Brown was formerly a senior counsel at the SEC.

Riskalyze Names Former Pershing Exec To Board

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Lori Hardwick is president of Advisor Innovation Labs.

Senior Advisor Joins Raymond James In Texas

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Matthew Mossburg was formerly with Merrill Lynch/Bank of America.

Wymer Brownlee Adds Three To Oklahoma City Office

by FA Staff

Wymer Brownlee has announced the hires of three planning and support staff members.

Former Fidelity Advisor Joins ACG Wealth

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Atlanta-based ACG Wealth recruited Ryan Malec as a senior wealth manager.

U.S. Trust Adds Wilkerson To South Carolina Office

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New marketing executive brings over 37 years of experience to South Carolina office.

BNY Mellon Appoints New Business Owner Advisory Head

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The firm announced it has added Eric Czepyha as its new head of private business advisory.

Klingman & Associates Adds An Advisor

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Klingman & Associates adds Sami Sharif to its advisor team.

LJ Partnership Appoints New Team For New York Office

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The Big Apple office is part of the private wealth partnership's international expansion.

Prime Capital Names Steih As Managing Director In Tennessee Office

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Will Steih will promote the company's growth plan.

Duff & Phelps Hires Former SEC Examiner

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Duff & Phelps recruits former head of the SEC’s investment management exam program.

MAI Capital Acquires Wealth Management Division, Adds $75M AUM

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High-net-worth firm marks first acquisition this year.

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