Atria Wealth Solutions Acquires Former Kestra Firm
September 7, 2023
Former Securities America Advisors Join Cetera Financial Group
September 7, 2023
Former Cetera Advisors with $280 Million in Assets Joins LPL Financial
September 1, 2023
SageView Advisory Names New Chairman and CEO
August 15, 2023
Former Securities America Firm Joins LaSalle St.
May 16, 2023
Former UBS Advisor Jumps to LaSalle St.
March 16, 2023
LPL Financial Expands Board of Directors with Addition of Albert Ko
January 18, 2023
$600 Million Kansas RIA Joins LPL
December 27, 2022
Los Angeles RIA Affiliated with LPL Acquires $860 Million RIA
December 7, 2022
Mercer Acquires $5 Billion RIA
December 2, 2022
Atria Taps Former LPL Managing Director to Lead Independent Channel
December 1, 2022