Scott Anderson and Matt Anderson, a father-son team managing $428 million at D.A. Davidson in Lake Oswego, Oregon, have formed Anderson Wealth Management Group and affiliated with Raymond James.
Joining them are their service associates Kim Gilkey and Anelia Kaloferova, Raymond James said in a press release Tuesday.
Scott Anderson spent 21 years at A.G. Edwards & Sons before moving to D.A. Davidson in 2005. Matt had been with Davidson for almost a decade.
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
Also, CAPTRUST adds a $300 million planning team from Sanctuary in its home market of Raleigh, and Sequoia Financial Group buys a Boulder family office.
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