ria
Ballast Rock Private Wealth
CHARLESTON, SC
CRD: 322064
In network coverage since October 15, 2026 · 2 stories
$406MRegulatory AUMSEC Form ADV · Oct 24
9EmployeesForm ADV
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Oct 17 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Deann Cross
Oct 15 · from Integrity Financial Corporation
Departures
None tracked.
Network coverage
Moves
&Partners adds $323M Oklahoma practice; EP Wealth hires Denver advisor
Stonemere Wealth, founded by Brian Geist, is the 131st practice to join &Partners, which reports $65 billion in assets.