Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign in My Desk 0 EditionsSign in

wealth team

Archer Investors

5Advisors

1Moves on our record

The lineage

Oct 22, 2026PRIORWealthForge Securities LLC

Oct 22, 2026CURRENTWealthForge Securities

Oct 21, 2026team liftoutto WealthForge Securities LLC

No published coverage yet.

The roster

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Jim Atwood
6 stories
Left JPMorgan with $18.6B to launch Latigo Peak Partners
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Phil Scott
6 stories
Left JPMorgan with $18.6B to launch Latigo Peak Partners
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Shannon Reid Osaic
4 stories
said recruiting competition has become "very, very fierce" since LPL Financial closed its Commonwealth…
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Jennifer Susco RBC Wealth Management
4 stories
Joined RBC Wealth Management from UBS in a five-advisor team move.
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Raymond Nepa RBC Wealth Management
4 stories
Moved from UBS to RBC Wealth Management with the Nepa/Susco team.
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