The $104 billion Chicago-based aggregator is going after a Seattle adviser for taking clients with him when he left a year ago.
The Orlando-based advisers will operate as Signature Wealth Partners and will serve high-net-worth individuals, pre-retirees and corporate executives.
The six-adviser team in St. Louis, Planify Group, is affiliating through super OSJ Cornerstone Wealth Management.
The Louisville, Kentucky-based team is joining the firm’s employee channel.
The duo in Omaha, Nebraska, had been affiliated with Raymond James.
BBVA trio switches to SmartBank unit affiliated with firm’s bank channel.
Pat Clifford and Tyler Lewis are opening their own firm in Texas and affiliating with LPL via Strategic Wealth Services.
Andy Walker and Christen Covey open their own firm, Walker Covey Wealth Advisors, in Orem.
Fernando Campoo joins Miami office of Raymond James division.
The firm's purchase of Reilly Financial Advisors is another in a string of recent deals.
Jason Benedetti, Gus Dekavallas and Larry Ritter affiliate in Scottsdale, Arizona.
The three advisers, who will operate as The HarborView Group in St. Petersburg, previously were affiliated with Morgan Stanley.
A JPMorgan Bank rep who advises on $200 million also moves to Atlanta-based Arkadios Capital.
John and Jennifer Tarantino affiliate with LPL Financial in Florham Park, New Jersey.
The Florida-based advisers are joining the firm from Truist.
Hugh Lau is leaving D.A. Davidson to start his own firm in Lincoln, Nebraska.
McLaughlin Asset Management, which is based in Haddonfield, N.J., is affiliating through OSJ Gladstone Wealth Partners.
Liberty Point Advisors affiliates through Independent Advisor Alliance OSJ.
Truist and Cetera reps form team in Destin; Merrill Lynch rep switches in Aventura.
Inspire Advisors recruits a $250 million duo from Financial Engines with promise that it will never require vaccines.
