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.

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

1 report, 1 independent Updated Jul 10
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What happened

Some supportReported by 1 outlet

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

Who's involved

What this event is mainly about
Commonwealth Financial Network

How it developed

Newest first. Tap a step to see who reported it.
  1. Concurrent Investment Advisors LLC and Proxima Wealth Partners co-founded an advisory firm focused on growth and institutional infrastructure.Sub-event
  2. Potomac Financial Group sought operational support and expanded technology stack.1 source

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Part of

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. All 1 developments

The entities involved

Coverage

Newest first; wire copies grouped