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Wedbush

Mark Pomerantz and Andrreew Hutcheson
12/17/20 | Advisor Moves, Breakaway Center, News | Alex. Brown, LPL, Raymond James, Rockefeller Capital Management, Wedbush | 1 Comment

Wirehouse Advisors in Florida, L.A. Jump to ‘Boutiques’ Rockefeller, Alex. Brown

Wedbush logo
Wedbush

Wedbush Securities Adds The Bluestein Group to its Expanding Philadelphia Area Office

12/4/20 | Press Release

Industry Veteran Mark Bluestein joins as Managing Director of Investments and Michelle Messere joins as Registered Client Services Associate

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Wedbush
Advisor Hampton Ballard, client associate Kristen Hurley, branch assistant Linnea Lusk, advisor Brad Rippelmeyer (front row) and client associate Vonda Nicol, advisor Stephen Long, advisor Blase Sparma and client associate Jacqueline Farrell are opening a new Florida office for Stifel.
Merrill Lynch, Stifel, UBS, Wedbush

Merrill Team Joins Stifel in Florida, UBS Broker in L.A. Shifts to Wedbush

6/26/20 | Advisor Moves, News | 12 Comments

Merrill quartet that was managing $935 million opens new Stifel branch on Venice Island, while UBS veteran Howard Kern attempts to move his $150-million book to Wedbush.

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Wedbush

Wedbush Securities Expands Wealth Management Field Leadership to Strengthen Expansion Efforts

6/24/20 | Press Release | 6 Comments

• Bill Brinckerhoff – Managing Director, Regional Executive of the Central Region
• Frank Epinger – Managing Director, Regional Executive of the Pacific South Region
• Rob Spawn – Managing Director, Regional Executive of the Pacific North Region
• Frank Story – Managing Director, Regional Executive of the North East Region

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Wedbush

Wedbush Raises and Donates $350,000 to Off Their Plate During COVID-19 Relief Campaign

6/5/20 | Press Release

Los Angeles, CA – Wedbush Securities is pleased to announce it has raised and donated $350,000 to Off Their Plate…

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Wedbush

Coronacrash Advisor Insights: Wedbush Securities’ Ken Hutkin & Tony Sirianni

4/21/20 | Coronavirus Perspective, From the Publisher | 1 Comment

AdvisorHub’s Publisher & CEO — Tony Sirianni — asked top advisors from leading firms their opinions on the dual management…

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Wedbush

Coronacrash Advisor Insights: Wedbush Securities’ Karl Pettijohn & Tony Sirianni

4/21/20 | Coronavirus Perspective, From the Publisher

AdvisorHub’s Publisher & CEO — Tony Sirianni — asked top advisors from leading firms their opinions on the dual management…

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Wedbush

Coronacrash Update: Wedbush Securities’ Chris Mone & Tony Sirianni

4/20/20 | Coronavirus Interview, From the Publisher | 2 Comments

AdvisorHub’s Publisher & CEO — Tony Sirianni — asked executives from top firms their opinions on the dual management of…

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Wedbush

Edward Wedbush, Founder of Wedbush Securities, Dies at 87

1/6/20 | News

Edward W. Wedbush, founder of the Los Angeles-based brokerage and investment bank Wedbush Securities, has died. He was 87.

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Wedbush
Longtime-Ubs-Manager-Joins-Wedbush-To-Run-Branches
UBS, Wedbush

Longtime UBS Manager Joins Wedbush to Run Branches

9/5/19 | Advisor Moves, News | 6 Comments

Donald Gorsch, who left UBS in June after 25 years, will be in charge of Los Angeles-based firm’s network of employee-channel branches.

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Wedbush-Hires-New-York-Area-Manager-From-Stifel-
Stifel, Wedbush

Wedbush Hires New York-Area Manager from Stifel

7/17/19 | Advisor Moves, News | 1 Comment

Los Angeles-based firm said Frank Story will oversee its plan to expand in the “tri-state” market.

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Wedbush-To-Pay-8-1-Million-Over-Handling-Of-Adrs
BNY Mellon, Merrill Lynch, Wedbush

Wedbush to Pay $8.1 Million over Handling of ADRs

6/18/19 | Enforcement, News

Los Angeles firm is the 11th to be sanctioned by the Securities and Exchange Commision over sales of “pre-released” shares of U.S.-listed foreign stocks.

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CORONACRASH NEWS

  • Fed to End Covid-19 Capital Break It Gave Wall Street Banks

    Fed to End Covid-19 Capital Break It Gave Wall Street Banks

    Mar 19, 2021
  • Credit Suisse Replaces U.S. Exec, Halts Bonuses as Clients Fume

    Credit Suisse Replaces U.S. Exec, Halts Bonuses as Clients Fume

    Mar 18, 2021
  • Firing of Billion-Dollar Broker Sends Warning on Work-from-Home Compliance

    Firing of Billion-Dollar Broker Sends Warning on Work-from-Home Compliance

    Mar 12, 2021
  • Big U.S. Banks’ Vows to Halt Job Cuts End as Virus Endures

    Big U.S. Banks’ Vows to Halt Job Cuts End as Virus Endures

    Feb 26, 2021
  • Raymond James Executive: We’re Open to Flexible Work Arrangements for Advisors

    Raymond James Executive: We’re Open to Flexible Work Arrangements for Advisors

    Feb 25, 2021

NEWS

  • This Week’s Top 5: Ex-Morgan Stanley Star Said to Have Bugged Partner’s Office, and More

    This Week’s Top 5: Ex-Morgan Stanley Star Said to Have Bugged Partner’s Office, and More

    Apr 10, 2021
  • Credit Suisse’s New Chairman to Decide If a Deal Is the Answer

    Credit Suisse’s New Chairman to Decide If a Deal Is the Answer

    Apr 9, 2021
  • Morgan Stanley Hires $4-Mln UBS Private Wealth Team in Chicago

    Morgan Stanley Hires $4-Mln UBS Private Wealth Team in Chicago

    Apr 9, 2021
  • BlackRock Scores Biggest-Ever ETF Launch With New ESG Fund

    BlackRock Scores Biggest-Ever ETF Launch With New ESG Fund

    Apr 9, 2021
  • 25 Years Later, RIA Executive Clears His Brokerage Record

    25 Years Later, RIA Executive Clears His Brokerage Record

    Apr 8, 2021

Recruiting Winners: 2020 Year in Review

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