West Texas WealthCare will use JFC Financial as its office of supervisory jurisdiction.
Boston-based Alpha is a retirement consulting firm with 572 clients and about $2.9 billion in assets.
Beacon Pointe Advisors adds CDA Group, based in Greenville, South Carolina, and Essex Asset Management, in Vero Beach, Florida.
The head of Oakwood Capital Advisors says ethics is high on the agenda for the coming year.
The new head of the $2 billion Los Angeles-based registered investment advisory firm is just 27.
Lexington Wealth Management adds Marcus Financial Advisors
John and Evan McCoy run Integrity Financial Services in Lancaster, Pennsylvania, and were previously affiliated with Securities America
New Jersey-based Modera merges with Pennsylvania-based Independence Advisors; Modera also receives equity infusion from Tria Capital Partners
The strategy also includes the creation of a new podcast, a six-part virtual webcast series and the launch of a fintech conference
First course helps advisers identify planning opportunities in tax returns.
