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Former Sheaff Brock Team Launches New RIA With tru Independence

Indianapolis-based Mindset Wealth Management is the latest to join the $12.5 billion service platform.

James louie humphriesMark vandygriffSeth hickleSheaff brockPeter bjelopetrovichSchwab advisor servicesSheaff brock investment advisorsWealth managementBroker recruitingSchwab advisorSpirepoint private clientSeven mile advisoryCrossover capital advisorsGainline financial partnersSykon capital

tru Independence Opens East Coast Headquarters

Portland-based firm sets up shop in Philadelphia to expand support services following a year of record growth along the East Coast.

New yorkUnited statesDavid beattyCraig stuvlandFargo finetMerrill lynchEntwood holdingsMorgan stanleySchuylkill riverNew englandEast coastOpto investmentsSpirepoint private clientSeven mile advisoryMariner advisorsGainline financial partners

Morgan Stanley Team Launches $1 9B AUM RIA with tru Independence

SpirePoint Private Client has selected Goldman Sachs Advisor Services as their custodian, becoming the first GSAS transition on the tru platform.

Kay campioneRaymond jamesSusie zimmermanCraig stuvlandTrent leydaJim beindorfHeather trittGoldman sachs advisor servicesMerrill lynchGoldman sachsMorgan stanleyLeyda group at morgan stanleyPoint private clientPresident kay campioneVice president jimSenior vice president susie zimmerman

$500M Merrill Team Launches Sykon Capital with tru Independence

Sykon is the fourth team to join tru in the last five months, bringing the platform to $2 billion in new assets in the first half of 2023.

New yorkUnited statesWestchester countyStephen ruvitusoStacy sizemoreJulie ackermanAmit dograTodd stankiewiczCraig stuvlandShawn teufelExchange commissionCharles schwabSchwab advisor serviceMerrill lynchSykon capitalPalm beach county

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