Marc DeCicco and Tad M. Wilson, who managed $225 million at Wells Fargo Advisors, have formed North Bend Wealth Management, a hybrid based in Vienna, West Virginia.
The firm will use the broker-dealer and registered investment adviser platforms of LPL, as well as its custodial services, through LPL’s unit aimed at attracting breakaway wirehouse brokers.
DeCicco joined Wells Fargo Advisors in 1997; while, Wilson joined in 1994, according to BrokerCheck records.
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Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
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