Michael Gavett, who managed $265 million at B. Riley Wealth Management in Dallas, has joined the Linsco employee-broker unit of LPL Financial.
He will open a new office for the firm in Dallas and will operate as Bespoke Private Wealth.
Gavett, who was with B. Riley for two years, began his securities career in 1996 at Edward Jones.
Wealth managers watch as Apple and NVDA battle it out for the title of the world's largest company.
“There was also cash moving off the sidelines,” one Merrill executive noted.
The PE-backed wealth giant is welcoming the veteran with over 20 years of experience to help lead its next phase of growth.
The Cincinatti firm reportedly missed multiple signs that the errant advisor misappropriated $728k from clients to fund his gambling, pay personal expenses, and repay other investors.
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