David Baland and Liatriz Levy, who managed about $300 million at Merrill Lynch in Albuquerque, New Mexico, have formed Old Town Advisors and affiliated with Raymond James through Concurrent Advisors, a Tampa, Florida-based office of supervisory jurisdiction.
Joining the two in the move is associate Amanda Burrows.
Baland and Levy had been with Merrill Lynch and predecessor organizations for 19 years and 16 years, respectively.
Old Town Advisors marks Concurrent’s first affiliate in New Mexico, Concurrent Advisors said in a press release Wednesday.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
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