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.
1 report, 1 independent
Updated Jul 9
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What happened
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.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Potomac Financial Group sought expanded technology stack and operational support, while Cetera pursued uninterrupted custody access.Sub-event
Potomac Financial Group establishes its Maryland outpost after partnering with Concurrent Investment Advisors and Goldman Sachs.1 source
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The entities involved
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Maryland
state of the United States of America
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Florida
state of the United States of America
- Joint reporting by local media outlets exposed industry issues and highlighted the role of local companies in the Florida insurance market.
- The article covers three concurrent stories: Brightline facing financial strain, FPL offering bill credits to seniors, and Florida's wage hike attracting workers from Alabama.
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Goldman Sachs
American investment bank