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The regional BD’s new advisors managed a total of $225 million in assets at Wells Fargo and Merrill Lynch.
January 22
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The regional BD started its 2019 recruiting year with a bang.
January 22
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The regional BD has been on a red-hot recruiting streak.
January 18
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The firm’s newest recruits come from Merrill Lynch and Wells Fargo.
January 14
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The broker-dealer filed a motion requesting that Jason Kirkland’s lawyer not be allowed to represent him in court.
January 10
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This is the first career move by Angie Messer and Greg Rust, who worked at the regional BD for 10 and 27 years, respectively.
January 10
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The regional brokerage isn’t slowing down its recruiting efforts.
December 28
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The advisors joined the firm’s employee and independent broker-dealer units.
December 24
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The firm has recruited 22% more advisors in 2018 than the year-ago period.
December 20
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The new hires came at the expense of Merrill Lynch, Morgan Stanley, UBS and Hilliard Lyons.
December 18
