Six long-time Merrill advisers in Oakland, California, and Savannah, Georgia, switch to LPL's employee unit, Linsco.
The Clemens McHugh Financial Consulting Group is joining the firm in Westlake, Ohio.
Bruce and Dawn Cramer of Cramer Capital Management in Kansas City, Missouri, make return trip to the firm after eight years.
Amy Bush establishes Sage Investment Advice in Ingram, Texas, and joins the firm’s independent adviser channel.
Anthony Mona and Joseph Mansoor make the switch in Birmingham, Michigan, through OSJ Spartan Wealth Management.
Samuel Bates, Darin Frandsen and Adam Fluckiger set up shop at North Rim Financial Group in Saint George, Utah.
Thomas Barr will operate his firm, Barr Wealth Management, from Steward's New York City offices.
A desire to act in the best interests of the firm's clients leads to launch of Moran Wealth Management in Naples, Florida, with 36 employees.
Nicholas Troiano and Mathew Mattice join the firm's employee unit in Colorado.
Brian Falconer and 16 reps operate as Wealth Management Resource Group in Braintree, Massachusetts.
Ramsey-based Key Group Management had been affiliated with Royal Alliance.
Hightower facilitated the merger for Cleveland, Ohio-based Fairport, which is a Hightower advisory business.
TFB Advisors spins off from Tax Favored Benefits as a new hybrid RIA, staffed by six advisers who had worked for years at Ameritas.
Strategic Financial Solutions has seven advisers and is based in Cedar Rapids, Iowa.
The pair have opened Marble Wealth in Montgomery, Alabama, and have been joined by Adam Rogers, previously a portfolio manager at Retirement Systems of Alabama.
Startup Fidelis Capital has offices in Tampa and Dallas; the bankers advised on almost $6 billion in AUM at their former firms.
Al Jacobi and Tom Hakala form The Jacobi-Hakala Group after working together for over 20 years.
Carolin Botzenhardt, who had been with Wells Fargo for five years, joins the La Jolla, California, office of UBS Private Wealth Management.
Advisers today are financial 'life coaches' who need to feel they're in the right place at the right time to build the kind of effective relationships that are at the core of their practice.
The team is joining from Citigroup, where its members had managed more than $2 billion in client assets.
