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Atria's WIS Opens Downtown San Jose Office

Atria's WIS Opens Downtown San Jose Office
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Carolyn Armitage Appointed Head of Thrivent Advisor Network

/PRNewswire/ Thrivent Advisor Network, the platform for independent purpose-driven advisors looking to deliver fiduciary advice as members of a community. ....

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Thrivent Advisor Network Names New Leader

Carolyn Armitage CFP has been an executive at Echelon Partners LPL Financial and ING Advisors Network. ....

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$2B AUM Cedar Brook Group Quits Advisor Group for Atria

$2B AUM Cedar Brook Group Leaves Advisor Group for Atria
The move is the largest so far for the five-year-old Atria Wealth Solutions, a network of advisory firms backed by Lee Equity Partners.
Cadaret Grant, an independent wealth management firm and subsidiary of Atria Wealth Solutions, has recruited $2 billion AUM advisory team Cedar Brook Group. Cedar Brook Group was previously an office of supervisory jurisdiction for independent broker/dealer Securities America, a subsidiary of Advisor Group.
The 16-year-old OSJ carries $2 billion in assets under management and brings 49 people to Cadaret Grant. Twenty are licensed financial professionals. Cedar Brook is headed by CEO and founder William Glubiak and located in Cleveland and Strongsville, Ohio and West Bloomfield, Mich. ....

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SCF Investment Advisors Inc. - Mergers & Acquisitions

SCF Investment Advisors Inc.
April 08, 2021
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