Stifel Hires Merrill Broker with $500-Mln AUM to Co-Lead Market in Ohio – AdvisorHub

Stephen C. VanSuch, a 28-year industry veteran, joined the company’s Stifel, Nicolaus & Co. broker-dealer on September 27 in Canfield, Ohio and will co-lead the Youngstown market, according to registration records and the announcement. He moved along with client associates Ashley Szanny, Brian Austalosh and Amy Damico Rondinelli, a Stifel spokesperson confirmed.

Source: Stifel Hires Merrill Broker with $500-Mln AUM to Co-Lead Market in Ohio – AdvisorHub

LPL Lands Morgan Stanley Father-Son Duo With $1.2-Bln Book in California – AdvisorHub

Burke W. Francis and his son, Chris, who call their practice the Francis Group, joined LPL’s Strategic Wealth Services channel on September 13 in Westlake, California, according to registration records and the announcement. The elder Francis had spent all but two weeks of his 56-year career at Morgan Stanley and predecessors, according to his BrokerCheck record.

Source: LPL Lands Morgan Stanley Father-Son Duo With $1.2-Bln Book in California – AdvisorHub

$4.8-Mln North Carolina Team Waves Goodbye to UBS, Hello To Rockefeller – AdvisorHub

The team, called Decision Point Wealth Consulting, is led by veteran advisors Michael “Chad” Pearson, Donis M. Smith and William Paul Patterson and includes support staff Riley Stephenson, Jillian Dempsey and Courtenay Bickler. They had produced $4.8 million in annual revenue at UBS, according to the source.

Source: $4.8-Mln North Carolina Team Waves Goodbye to UBS, Hello To Rockefeller – AdvisorHub