While we see 39 advisers cease this week, the industry pleasingly welcomes 12 new advisers.
A shout out to this week’s switchers with Geoff Isaacs opening his own license, TJL Wealth Solutions, Chelsea Robinson
switching to Capstone Financial Planning and Tom McKey switching to Fortnum Private Wealth.
Accounting license, Merit Wealth again sees a few more losses this week, though the week’s biggest loss goes to
IOOF’s, Millennium 3.
Thank you to our video sponsor, Loomis Sayles Global Equity Fund.
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