Raymond James announced that Michael Anania, who had managed $376 million in assets at Merrill Lynch, has joined its employee adviser channel, Raymond James & Associates.
Anania formed The Anania Group of Raymond James in Dublin, Ohio. He was joined in the move by staff members Connie Strausbaugh and Jennifer Caron.
Anania has 14 years of experience, according to his BrokerCheck report, having joined Merrill in 2008.
“I was most attracted to the client-first culture of the firm,” Anania said in a statement. “Beyond that, it was important to have comparable or better resources than what I had available previously.”
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
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
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