Wilde Wealth, based in Scottsdale, Ariz., has more than 42 advisors working from nine Southwest U.S. locations.
WaterStone Investment Council became MAI's 35th acquisition since 2018.
Roberto Vargas joined Centennial Financial Services from J.P. Morgan Securities.
Paragon was most recently affiliated with Woodbury Financial Services.
Perigon, based in San Francisco, has $6.5 billion in assets under management.
Led by Robert Drake, Drake Financial Services manages approximately $100 million in client assets.
Waycross, Ga.-based BYRT Financial Advisors, led by managing partner Matthew Tuten, joins Kestra from Avantax
Boersen, 35, is managing partner for Straight Path Wealth Management in Michigan.
Advisors can transfer majority or minority ownership stakes in their businesses to the new firm.
Buffalo Capital Management is led by Will Gungoll, who previously spent 16 years as an advisor at Edward Jones.
Please log back in before proceeding.
There was an error logging in. Please try again.
Congrats! You are now logged in. Your exam is being submitted.
