The Wealth Stewards Aligns with Concurrent [Yahoo! Finance]
Raymond James Financial, Inc. (RJF)
Last raymond james financial, inc. earnings: 4/29 04:35 pm
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Source: Yahoo! Finance
TAMPA, Fla., May 09, 2024 BUSINESS WIRE Concurrent Investment Advisors, LLC ("Concurrent"), a multi-custodial hybrid RIA, welcomes The Wealth Stewards to its growing network of aligned, independent financial advisory firms. Jeff Breese and Brent Mekosh, managing partners of The Wealth Stewards, merged their two Arizona-based practices as part of their move to the Concurrent platform. They chose Concurrent to provide operational support and growth capital as their team of nine professionals enters the RIA space. Breese and Mekosh, longtime friends who previously worked as independent advisors with Raymond James Financial Services, started planning the merger over a year ago. Their objective was to expand services for business-owner clients and increase the team's depth. They collaborated with business consultant Liz Lenz from Lenz Insights, who provided guidance on the merger. After thorough due diligence, Concurrent's platform was chosen for its capability to handle the complex tra
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RJF
News
- Raymond James Financial Declares Quarterly Dividends on Common and Preferred StockGlobeNewswire
- Lisa Detanna Named to Barron's 2024 List of Top 100 Financial Advisors [Yahoo! Finance]Yahoo! Finance
- Lisa Detanna Named to Barron’s 2024 List of Top 100 Financial AdvisorsBusiness Wire
- West Red Lake Gold Announces Closing $33 Million Bought Deal Public Offering Including the Full Exercise of the Over-Allotment Option [Yahoo! Finance]Yahoo! Finance
- West Red Lake Gold Announces Closing $33 Million Bought Deal Public Offering Including the Full Exercise of the Over-Allotment Option [Financial Post (Toronto, Ontario, Canada)]Financial Post
RJF
Earnings
- 4/24/24 - Miss
RJF
Sec Filings
- 5/22/24 - Form 8-K
- 5/22/24 - Form 4
- 5/21/24 - Form 4
- RJF's page on the SEC website