The three-adviser Marshall & Whatley Investment Group is based in Harrisonburg, Virginia.
Candidates will have the choice of taking the test in person or via remote proctoring in November as well.
Peter Vacheron and the team at IBG Financial Partners in Foxborough, Massachusetts, will join Hub’s retirement unit.
Kip Adams and his team in Fort Worth, Texas, serve as the retirement and private wealth leaders for Gus Bates Insurance & Investments.
Lisa Quadrini moves to Brandywine Oak Private Wealth in suburban Philadelphia.
Fintop Capital led the Series A financing round, which included Flyover Capital and 1248 Holdings.
Shone Wealth Management, based in Walnut Creek, California, serves about 300 client households.
The Advisors, a five-adviser group, is based in Murraysville, Pennsylvania, and headed by Bryan Davis.
Newport will serve as the pooled employer plan provider and PlanMember will supply 3(38) fiduciary investment services.
Four-adviser NorthEnd Private Wealth is launching in Greenville, South Carolina; it is affiliating with LPL via its Strategic Wealth Services offering.
