Michigan-based CG Advisor Network, which had custodied with TD Ameritrade, will now use LPL as its primary custodian and broker-dealer.
Westlake Village, California-based Silverberg Wealth Management is joining NWF Advisory Group, which is affiliated with Royal Alliance.
Scottsdale-based One2One Wealth Strategies will align with Mariner Advisor Networks, which will provide portfolio consulting and tax services.
William Anderson, who had been affiliated with Edward Jones since 2002, will operate as S.W. Anderson Financial in Salt Lake City.
C&N Wealth Management, a unit of Pennsylvania-based Citizens & Northern Corp., will use LPL’s institutional platform.
The trio of advisors will operate as the Todd Halbrook and Adam MacDonald Wealth Management Group in Newport Beach, California.
The New York City-based Zipper Duarte team generates $12.5 million in annual revenue.
Stephen Walker and Wes Alston operate as Walker Alston Financial Group in San Antonio, Texas.
Toledo, Ohio-based Financial Design Group has 14 advisors. Over the winter, recruiters had cited LPL as one of the firms likely to target Securian advisors.
Kemp Cunningham, with $125 million in assets, will operate as Emerald River Wealth Management in Granger.
Rohlik Financial, which is led by Brent Rohlik and Suzanne Holt, has offices in Minneapolis and Rockford, Illinois.
New York-based Steven M. Rozencwaig will join the firm’s Manhattan office.
Bellevue, Washington-based SC Financial Group was founded in 2008 and has four advisors.
Vishal Bakshi, an advisor who reportedly has $1.5 billion in client assets, left to join Morgan Stanley late last week, after signing on at First Republic less than a year ago.
Columbus, Ohio-based Matthew Terwilliger and his team will operate as Iterhic Wealth Advisors.
Money Matters, a firm with offices in Florida and Alabama, is led by Ron Clark and George Brkljacic.
The father-son pair, David and Paul Gwidt, will operate as Gwidt Wealth Management Group in Racine, Wisconsin.
Lucas Mijares and Jesse Ettlin are launching Zion Capital Wealth Management in Grass Valley, California, and aligning with Mariner Advisor Network.
Nick Lalonde is launching Third Act Wealth Management in Dallas.
An Indianapolis-based trio overseeing $417 million is joining from One To One Financial Advisors, along with a pair of Las Vegas-based advisors managing $160 million.
