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The new recruits joined the regional firm's employee channel.
September 23 -
The recruits left rival firms such as UBS and J.P. Morgan to join existing practices at the independent broker-dealer.
September 21 -
The new exec replaces Randy Bluth who left the bank six months ago to pursue other opportunities.
September 21 -
The bank named a head of private wealth management for its northern California and Pacific Northwest region.
September 19 -
The new recruits come from from Merrill Lynch, Cetera and SagePoint Financial.
September 19 -
One of the recruits is an industry veteran with more than 30 years of experience.
September 19 -
One of the new recruits was previously affiliated with Raymond James as an independent adviser for about a decade.
September 19 -
The independent firm's newest recruit is a nearly 30-year industry veteran.
September 19 -
Two are coming back to Mother Merrill, having worked there in the 1990s.
September 19 -
The advisory group decided that operating as an RIA was a better option.
September 15