Foundations Financial Partners in Doylestown, Pennsylvania, had been affiliated with Securian for 32 years.
Rodney Van Buren and Whitney Colton have launched Van Buren Wealth Management in Melbourne, Florida.
Houston-based Presidio Wealth Partners is leaving with nearly half of Avidian's $4 billion in assets and aspires to reach $5 billion in five years.
Todd Rosel and Larry D. Smith oversee $310 million in assets and are combining their practices to form a new firm, Integrity Wealth Advisor Group.
Pittsburgh-based Clearview Federal Credit Unit has 117,000 members with more than $1.8 billion in assets.
Newport, Kentucky-based Hoff Bujnoch & Associates is led by Digger Bujnoch and oversees $150 million in client assets.
Miami-based Eva Marina Ovejero has more than two decades of experience.
Amy Lawrence is launching Gorilla Investments Co. in Miami.
Richard Ina will open an office for the firm in the Nashville, Tennessee, area.
The trio will affiliate with Jericho, New York-based American Investment Planners, Cadaret Grant's largest branch.
Wexford-based Individual Financial Services, which oversees $400 million in assets, had left LPL for Cambridge in 2015.
Warren Anderson, who’s based in Littleton, Colorado, had been affiliated with Schwab since 1999.
Since launching as a spinoff of Thrivent Financial in 2019, the platform has grown to $5 billion in client assets.
Jonathan Kesselman is opening an independent practice, Kesselman Wealth Management, in Westlake, Ohio.
The three advisors operate as Leeward Financial Group in Lighthouse Point, Florida.
Bruce Pienton and Scott O’Mara launch Bridgewright Wealth Partners in Grand Rapids, Michigan.
Jacksonville-based Aegis Consulting includes principals Michael Cirino and Alexander Harrison, along with 11 advisors.
Jersey City, New Jersey-based Crescent Harbor Private Wealth was founded by John Araneo.
San Jose-based O’Connor & Associates has $875 million in client assets; Garden City-based Cuneo Denihan & Associates has almost $1 billion in assets.
Flemington, New Jersey-based Amwell Ridge Wealth Management was founded in 1996 by managing partner David Johnston.
