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Four of the departures happened in New York following the firm's abrupt departure from the Broker Protocol.
November 2 -
The group is the latest to join the boutique firm, which has been operating under new leadership.
October 26 -
The broker is an industry veteran and was a member of Morgan Stanley's chairman's club.
October 23 -
The new hires join the fast-growing regional firm from Baird and J.P. Morgan Securities.
August 30 -
While her performance at the bank has been exemplary, she was denied opportunities that directly affected her pay, the advisor claims.
August 17 -
The Dynasty-affiliated RIA manages around $15 million on average per client.
August 9 -
They made the move in part because of the marketing and research resources the firm offers, says new hire Todd Kissel.
August 2 -
This is the second time Jefferies has poached Miami-based adviser talent from the wirehouse.
July 17 -
The new hires joined the regional firm from AllianceBernstein.
June 29 -
The boutique firm is looking to expand to new markets, says Ryan DeVore, the firm's head of Private Client Advisors.
June 28 -
On Wall Street annually spotlights the work of the industry's elite leaders.
June 13 -
The broker, who had been with the bank for 21 years, went independent with backing from Dynasty Financial Partners.
June 6 -
The former JP Morgan Private Bank adviser focuses on wealthy Latin American clients.
May 30 -
The duo led a seven-person team in Chicago serving 50 wealthy clients, according to the bank.
May 24 -
The new hires joined from UBS and Morgan Stanley, according to the firm.
May 10 -
The elite brokerage unit picked up three veteran advisers, On Wall Street reports exclusively.
April 11 -
The boutique wealth management firm picked up three industry veterans from two smaller rivals.
April 10 -
The new hires joined the wirehouse from J.P. Morgan Securities, On Wall Street learns exclusively.
March 30 -
Chris Harvey will oversee 420 advisers managing $110 billion in total client assets.
March 17 -
A close look at how the regional BD wooed over recruits and how it hopes to benefit from its revival of an iconic brand.
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