Bitcoin hit a record of more than $64,000 as Coinbase Global Inc., the largest U.S. cryptocurrency exchange, went public last week. Advisers and Wall Street have reached an inflection point when it comes to cryptocurrencies.
Low Group, a four-person team, is based in Bloomfield Hills, Michigan.
Martin Silver of International Investment Group in Long Branch, N.J., will pay penalties to be determined.
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.