Hilary Kosloske and Rich Class, who collectively managed $456 million at Truist, have joined D.A. Davidson and will open offices for the firm in Winston-Salem and Greensboro, North Carolina.
The High Meadows Wealth Management group, as it will be known, is led by Kosloske, who will be based in Winston-Salem, and Class, who will work in Greensboro, and who partnered with Kosloske in making the move.
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It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.
AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
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