The Oregon Community Credit Union team, which oversees $340 million in client assets, has affiliated with Priority Financial Group, a Phoenix-based hybrid RIA and super OSJ of Securities America.
The SEC charged Temenos Advisory and its CEO in July 2018 for putting $19 million of elderly clients’ retirement savings into four risky, illiquid private placements, without conducting the proper due diligence or disclosing the risks.
The move to sell was part of ClearRock’s business continuity strategy.