ClearPoint Capital joins Ameriprise from LPL Financial. The firm was founded by Michael Tuell, and he is joined by his children Jillian and John who are working to become licensed advisors.
The SEC claimed Motty Mizrahi defrauded clients of more than $3 million over a number of years. Mizrahi and his brother also face criminal charges of wire fraud for the alleged scheme.
Scarlett Abraham Clarke is joining the Massachusetts-based company, and hopes to help the firm cultivate talent and create safe workplaces for employees during the challenge of the remote work environment.
Many children with disabilities have a difficult time. But advisor Jonathan Greeson, who has spinal muscular atrophy, says he struggled more as an adult, when you’re expected to function more independently.