CenterPoint Wealth Advisors, a hybrid that manages $225 million and is based in Crownsville, Maryland, has switched its broker-dealer and registered investment adviser platforms to LPL. The firm, located just outside of Annapolis, had been affiliated with Wells Fargo Financial Advisors Network.
Glenn Drake and John Kinzer, who partnered in 2003 and have more than 60 years combined experience as advisers, were joined in the move by Rachel Waltjen, who directs operations and has worked with the team for more than 17 years.
“We needed to become a more agile and efficient organization,” said American Express CEO Stephen Squeri.
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