by FA Staff
Patrick Yates has joined the firm in Louisville, Ky.
by FA Staff
Industry veteran Mariann Montagne has joined the Minnesota-based RIA.
by FA Staff
Brian Rondeau has joined the firm as director of risk management and Alex Gurvich as director of the firm’s asset management group.
by FA Staff
Nina Mitchell has joined Bridgewater Wealth & Financial Management.
by FA Staff
The nonprofit philanthropy organization has added Kyungsun Chung, Luther Ragin, Jr., and Valerie Rockefeller Wayne to its board of directors.
by FA Staff
Laura Pierson will lead all aspects of the business as its new managing director.
by FA Staff
Leadership positions are named at the two firms, Buckingham announced.
by FA Staff
J.A. Romano & Associates to become part of LCM Capital Advisors.
by FA Staff
United Capital expands in northern California.
by FA Staff
Jake Linney is promoted to regional director at Pentegra.
by FA Staff
Conor Weir and Sophois Sokhom will provide retirement consulting services to clients in the Long Beach market.
by FA Staff
TC Wealth Management has joined the firm from UBS.
by FA Staff
Sean Conti will focus on expanding broker-dealer relationships.
by FA Staff
Braehead Wealth Advisors has joined the firm in Schaumburg, Ill.
by FA Staff
Matthew Rapoport joins Blue Water Advisors.
by FA Staff
Jeff Wund has joined the firm from Prosper Advisors.
by FA Staff
The firm will offer investment and wealth management services to clients through Raymond James Financial Services.
by FA Staff
Minneapolis, Minn.-based Strong Tower Wealth Management has transitioned to the Cetera Advisor Networks broker-dealer platform.
by FA Staff
Craig Houck and Richard Schooley, Jr., have joined the firm from Morgan Stanley.
by FA Staff
Judy Zaiken joins Limra Secure Retirement Institute.
