On The Move

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Longtime Advisor Rejoins LPL Financial

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Financial advisor Dick Donahue operates Asset Advisors LLC in Ferndale, Wash.

Advisor Duo With $245M AUM Exits Wells Fargo To Join LPL's Linsco

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John Thornton and Jake McLean launched Capitum Wealth in Charlottesville, Va.

Private Equity Firm Warburg Names Jeffrey Perlman As President

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The succession plan moves Tim Geithner to the chairman role at the private equity firm.

Columbia Trust Company Appoints Calif., Nevada Leader

by FA Staff

Rob Pitois is the new regional trust manager.

Exec Rejoins LPL To Lead Business Development

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Jeremy Holly is returning to the company after two years at SageView Advisory Group.

Beyond Global Management Appoints Head Of Distribution

by FA Staff

Tim Stidham will oversee global sales and marketing.

Florida Financial Advisor Joins LPL Platform

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Buddy Favor managed about $115 million with AIG Retirement Services' broker-dealer.

USALLIANCE Federal Names CFO As Interim CEO

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Brett Wheeler is a former financial regulator.

Gordon Brothers Adds Veteran Advisor To Executive Team

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Peter B. York has more than three decades of experience in the financial industry.

Eric Woodraska Joins Helios As Client Portfolio Manager

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As an undergraduate, Woodraska got an early start working in the financial services industry.

Argent Financial Expands Presence In Southeast U.S.

by FA Staff

With the acquisition of TMI Holdings, Argent will have more than $65 billion in client assets.

LPL Hires Advisor AI Specialist Away From Merrill Lynch

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In his previous roles, Vivek Pappu launched a suite of AI-infused advisor tools.

Advisor Distaff Duo Join Femme-Friendly Ameriprise

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Financial advisors Lauren Salas and Jan Klein managed $154 million in client assets at Morgan Stanley.

Genstar Names Ex-Fidelity Custody Chief Mike Durbin As Cetera Holdings CEO

by FA Staff

Cetera also announced that Adam Antoniades will continue to serve as CEO of Cetera Financial Group, the brokerage operation.

F.L. Putnam Adds Director To Expand UHNW Business

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Stephanie Bruckner previously ran a consulting practice and managed a family office.

Fairport Wealth Names New Chief Wealth Officer

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Mike Drennen was formerly with Hightower Advisors.

Riskalyze Co-Founder Matt Pistone Moves To Estate Planning Software Company

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EncorEstate Plans, based in Seattle, provides estate planning software for advisors.

Kendall Capital CEO Joins NAPFA Public Policy Committee

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Clark Kendall is an industry veteran with over three decades of financial services experience.

Jackson Names New Chief Risk Officer

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Chris Raub will supervise enterprise risk management at Jackson Financial.

Colony Group Names Eight New Principals And Promotes Three

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The eight new principals join 87 others personally invested in the firm.

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