One Arizona team has launched their own firm with the support of Dynamic Wealth Advisors, while three other advisors have joined Meridian Wealth Management.
SpirePoint Private Client has selected Goldman Sachs Advisor Services as their primary custodian, becoming the first GSAS transition on the tru platform.
Bruce F. Fitzsimmons and Jamie Rich have joined Quotient Wealth Partners, a Dynasty-backed RIA launched last month by another group of Goldman Sachs PFM defectors.
Los Angeles and Washington, D.C. area firms managing more than $1 billion in collective assets at Janney Montgomery Scott and Wells Fargo have joined Rockefeller’s wealth management arm.
Snowden Lane adds UBS duo with $200M in assets, PCIA moves into Memphis, another rebrand is announced and women are named to key roles at Choreo, Lido and Carson.
