Thayer “Terry” Potter, whose three-member team manages $180 million in Selingsgrove, Pennsylvania, has switched affiliations from Wells Fargo Advisors Financial Network to Prospera Financial Services.
Potter’s firm, which he founded in 2017, operates as Twin River Wealth Management. He has 37 years of experience; he had been affiliated with FiNet for five years and earlier was with Janney Montgomery Scott and Morgan Stanley.
Potter was accompanied in the move by staffers Jeremy Soper and Justin Soper.
"Terry's expertise as an advisor and dedication as a practice leader and Jeremy's focus on the client experience makes them precisely the kind of financial professionals that are an ideal fit with Prospera," Tarah Williams, president and chief operating officer of Prospera, said in a statement.
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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