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A Monterey-based RIA is actively acquiring advisors, utilizing hubs in Phoenix and Kansas City, while Merit Financial Advisor is based in Atlanta.

Steady: 0 in the last 7 days Updated sep 19

The latest in this situation

  1. Merit Financial Advisors, based in Atlanta, is expanding its presence into the Chicago market, involving Tim Brennan's practice.

How it started

2 reports, 2 independent, last reported Jun 10. The briefing below covers this first event.

AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.

What happened

Some supportReported by 2 outlets

A Monterey-based RIA is actively acquiring advisors, utilizing hubs in Phoenix and Kansas City, while Merit Financial Advisor is based in Atlanta.

Who's involved

What this event is mainly about

How it developed

Newest first. Tap a step to see who reported it.
  1. Merit Financial Advisors, based in Atlanta, is expanding its presence into the Chicago market, involving Tim Brennan's practice.Sub-event
  2. Monterey-based RIA expands by acquiring advisors, leveraging hubs in Phoenix and Kansas City.1 source

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Coverage

Newest first; wire copies grouped