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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
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Wachovia

In network coverage since August 14, 2026 · 1 story
Network coverage
RIA

Breakaway Advisor Merges With Cerity Partners Three Years After Launch

Patrick Larkin's path from leaving Wells Fargo to selling his RIA illustrates how ownership shifts the focus to enterprise value.
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