Green Square Wealth Management was formed earlier this year.
Strategic Financial is based in Hauppauge, N.Y.
Wealth/Stack will cover technology and investing.
Martin Kirschner fails to take part in hearing looking into case.
Mattern Capital Management will custody with First Clearing, the operations arm of Wells Fargo.
Four-adviser Vilfordi team joins employee arm in Dallas, Texas
Elizabeth Garcia was reimbursed for $9,015 she hadn't spent.
Kitwana Thomas took advantage of employee-reimbursement program.
These are the first models to include exchange-traded funds.
Reynolds becomes chairman of Great-West Lifeco US
