On The Move

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Prospera Adds California RIA

by FA Staff

Up the Graph Financial Group of Irvine manages $115 million in client assets.

Pensionmark Rebrands As World Investment Advisors

by FA Staff

The new name reflects its status with the parent company, World Insurance Associates.

Former Morgan Stanley Advisor Jumps To Raymond James

by FA Staff

Advisor Kevin Mize's California-based team managed more than $200 million at Morgan Stanley.

TIAA's Brian Nick Joins NewEdge

by FA Staff

At NewEdge, Nick will direct portfolio strategy.

Florida Advisor Joins Raymond James

by FA Staff

Anthony Losh previously managed $250 million with Ameriprise.

$3B Winthrop Capital In Indianapolis Names New Co-CIO

by FA Staff

Adam Coons has served as the firm's chief portfolio manager for several years.

Brown Advisor Promotes Exec To Chief Financial Officer

by FA Staff

Shannon Pierce will replace Dave Churchill, who will remain as vice chairman.

Stonebridge Financial Partners Joins NewEdge Advisors

by FA Staff

NewEdge has added Stonebridge's offices in Troy and Grand Rapids, Mich.

Raymond James Adds Former Wells Fargo Advisor In Michigan With $200 Million

by FA Staff

Michael Dempsey joined Raymond James & Associates, the firm's employee advisor channel.

Ameriprise Adds $105M Advisor Team From LPL

by FA Staff

Generational Wealth Partners operates in Reinbeck, Iowa.

Raymond James Adds Alaska Advisors From Merrill, Morgan Stanley

by FA Staff

Keith Green and Jon Coon had managed a total of more than $500 million at their previous firms.

Brian Severin Named President Of Mutual Of America Financial Group

by FA Staff

Severin will also serve as chief operating officer, the firm announced today.

Pistone Wealth Advisors Joins Stratos

by FA Staff

The family-owned firm is based in Pepper Pike, Ohio.

Realta Wealth Appoints New COO

by FA Staff

John Barragan was appointed to the position by the Wilmington, Del.-based broker-dealer.

Raymond James Adds Va. Advisor From Edward Jones

by FA Staff

Blaisdell Wealth Management managed $125 million at Edward Jones.

Raymond James Adds $228M Texas Advisor

by FA Staff

The team at Ramirez Family Wealth of Raymond James was previously with J.P. Morgan Securities.

Edward Jones Recruits JPMorgan Advisor Who Managed $250M

by FA Staff

Dan Dwyer was previously with JPMorgan and First Republic Bank.

Raymond James Lures $800M Advisor Quintet From Commonwealth

by

Lightship Wealth Strategies of Lower Falls, Mass., operates with a team of five advisors.

Foundation Source Appoints Two New Executives

by FA Staff

The move sets Foundation Source up for future growth, the organization said.

Miracle Mile Advisors Adds CIO To C-Suite

by FA Staff

Matt Dmytryszyn has been appointed to the role.

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