Donor giving was up $700 million from 2017 despite tax uncertainty.
He pleaded guilty to securities fraud in 2017; charged clients excessive commissions.
Green Square Wealth Management was formed earlier this year.
Strategic Financial is based in Hauppauge, N.Y.
Wealth/Stack will cover technology and investing.
Mattern Capital Management will custody with First Clearing, the operations arm of Wells Fargo.
Martin Kirschner fails to take part in hearing looking into case.
Four-adviser Vilfordi team joins employee arm in Dallas, Texas
Elizabeth Garcia was reimbursed for $9,015 she hadn't spent.
Kitwana Thomas took advantage of employee-reimbursement program.
