The group at Sovereign Wealth Strategies Group manages $200 million in Colorado Springs, Colorado.
The deal for Enso Wealth, which has $1.8 billion in assets, expands Choreo's footprint on the West Coast.
Adam Belardino, CEO of the Maddox Group, was charged with embezzling more than $313,000 from one client and fraudulently obtaining commissions on life insurance for another client.
The deal for JFL Total Wealth Management, which has $300 million in AUM, brings One Digital's total assets to approximately $108.1 billion.
Once the deal for Benefitfocus closes, Voya will serve roughly 38 million individuals.
Barney Financial Services will use LPL’s broker-dealer and RIA platforms through JFC Advisor Network.
Five are censured, three suspended, three revoked and two barred by the Certified Financial Planner Board of Standards Inc.
SFG Wealth Planning in Doylestown has $286 million in AUM and six employees.
Crypto site Bitstacker.com analyzed Google data on search terms related to digital assets and scored each state on its residents’ use of the search terms.
Mark D. Cunningham, a sole proprietorship based in Bellaire, Texas, was formerly affiliated with Raymond James.
