Brind.
  1. Potomac Financial Group, having spun out of Raymond James Financial Services, is establishing a presence in Maryland after partnering with Florida-based Concurrent Investment Advisors LLC and Goldman Sachs.
  2. Potomac Financial Group sought expanded technology stack and operational support, while Cetera pursued uninterrupted custody access.

Concurrent Investment Advisors LLC and Proxima Wealth Partners co-founded an advisory firm focused on growth and institutional infrastructure.

1 report, 1 independent Updated Aug 27
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What happened

Some supportReported by 1 outlet

Concurrent Investment Advisors LLC and Proxima Wealth Partners co-founded an advisory firm focused on growth and institutional infrastructure.

Who's involved

What this event is mainly about
Anupam Singh

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Part of

Potomac Financial Group sought expanded technology stack and operational support, while Cetera pursued uninterrupted custody access. All 1 developments

Within Potomac Financial Group, having spun out of Raymond James Financial Services, is establishing a presence in Maryland after partnering with Florida-based Concurrent Investment Advisors LLC and Goldman Sachs.

The entities involved

  • Anupam Singh

    researcher (ORCID 0000-0002-4848-218X)

    Nothing else this week.

Coverage

Newest first; wire copies grouped