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RIA Roundup: Sunshine Private Wealth Joins Steward from Hightower

Steward adds 1st team to IAR-only channel, Allworth Names New CEO, and other news from WEG, EP Wealth, Kestra PWS, Gaddis Premier Wealth Advisors and Pitcairn. ....

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Brooks joins Gaddis Premier Wealth Advisors

Gaddis Premier Wealth Advisors (GPWA) is pleased to announce Leah Anne Brooks has joined the firm as a Partner and Wealth Advisor in the firm’s Durant office. In her position ....

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Gaddis Premier Wealth Advisors celebrate one-year anniversary

On the one-year anniversary of the merger that created Gaddis Premier Wealth Advisors (GPWA), the firm announces it has achieved success in consolidating the two predecessor firms while growing GPWA ....

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Wealth management firms merge | The Journal Record

Gaddis Premier Wealth Advisors, a Securities and Exchange Commission-registered investment adviser, has been formed through the merger of Gaddis & Gaddis Wealth Management, based in Ada, and Premier Investment Advisors, based in Denison, Texas. ....

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OK and TX Firms Merge to Become Gaddis Premier Wealth Advisors

Hybrid wealth management firms Gaddis & Gaddis and Premier Investment combine to serve North Texas and Oklahoma markets. ....

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