Currently with another small RIA in San Diego County, federal filings indicate the team intends to offer asset-based, fixed-fee and hourly services.

Armitage, who was laid off from Thrivent as part of a larger reorganization of the wealth management business, will bring her expertise to wealth management CEOs.

Oden left Schwab late last year after more than 30 years at the company.

A pair of advisors from Snowden Lane have broken away to create Coral Reef Advisors, a registered investment advisory in Florida’s Ponte Vedra Beach.

No less than three new RIAs debuted this week, while Prospera and four other firms announced deals, three made key appointments and one updated its name.

David Eisenhauer and his team managed $450 million in assets for around 150 clients on the broker/dealer platform.

These full-time executives will help the firm’s advisors network and build relationships with CPAs in their market.

With its 14th acquisition in as many years, Pathstone is picking up around 150 client households with an average of $19 million in managed assets.

In his new role as CEO of a nascent RIA and multifamily office within a bank-owned trust company, Hopkins hopes to fill a service gap he noticed during his time with Carson Wealth.

Brennan Asset Management Group becomes Allworth’s 16th office in California.