SW

LPL Financial Welcomes Advisor Chris Kitaeff

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목요일, 5월 9, 2024
CFO, SW, Heart, Merrill (company), Love, Business development, Entrepreneurship, Partnership, Freedom, RIA, LPL, MBA, SAN, Financial adviser

SAN DIEGO, May 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Chris Kitaeff, CPFA, MBA, has joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • SAN DIEGO, May 09, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Chris Kitaeff, CPFA, MBA, has joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • With the move to LPL, Kitaeff joins Maher Wealth Management as a managing director.
  • He reported serving approximately $385 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch.
  • Kitaeff is a second-generation advisor who fell in love with wealth management at a young age and followed his father’s footsteps into the industry.

Thimble Island Private Wealth Launches With Support From LPL Strategic Wealth Services

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화요일, 5월 7, 2024
CRPC, LPL Financial, CFO, SW, Business development, Entrepreneurship, Penn Mutual, Freedom, Culture, SAN, LPL, Financial adviser

SAN DIEGO, May 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Logan Reed, CFP®, CEPA®, CIMA®, CLU®, AIF®, James “Jim” English III, Michael Allegra Jr., CRPC, and Matthew Fleming, CFP®, have launched a new independent practice, Thimble Island Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .

Key Points: 
  • SAN DIEGO, May 07, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Logan Reed, CFP®, CEPA®, CIMA®, CLU®, AIF®, James “Jim” English III, Michael Allegra Jr., CRPC, and Matthew Fleming, CFP®, have launched a new independent practice, Thimble Island Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .
  • Based in New Haven, Conn., the quartet of experienced advisors share a commitment to providing personalized, concierge-level service to their clients.
  • The 2024 Forbes Best-In-State Wealth Management Team takes a collective approach to help ensure that each client receives hands-on attention for their unique financial needs.
  • We look forward to supporting Thimble Island Private Wealth for years to come.”

Burlwood Wealth Launches With Support From LPL Strategic Wealth Services

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월요일, 5월 6, 2024
CFO, Small business, SW, Business development, Entrepreneurship, UBS, Emotion, Freedom, Retirement, Culture, DNA, Silicon, LPL, Physician, Wood, SAN, Financial adviser

SAN DIEGO, May 06, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Matt Sheffield has launched a new independent practice, Burlwood Wealth , through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .

Key Points: 
  • SAN DIEGO, May 06, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Matt Sheffield has launched a new independent practice, Burlwood Wealth , through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .
  • He reported having served approximately $275 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS.
  • I’m looking forward to continuing the processes that have made my practice successful, while also delivering more seamless, personalized experiences.”
    In going independent, Sheffield turned to LPL Strategic Wealth Services (SW), which combines the freedom and flexibility of entrepreneurship with hands-on business services and support to help practices thrive, both operationally and strategically.
  • We look forward to a long-lasting relationship with Burlwood Wealth.”

BUILD.org Hosts Youth Entrepreneurship Competitions Nationwide to Celebrate 25 Years of Empowering Youth and Educators

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수요일, 5월 8, 2024
Education, AI, SW, Entrepreneurship, VIP, LAUSD, Energy Innovation Center, PST, Very important person, Loyola Marymount University, SAN

BUILD, a national nonprofit organization, is on a mission to use entrepreneurship to ignite the potential of youth from under-resourced communities, enabling them to build career success, entrepreneurial mindsets, and opportunity.

Key Points: 
  • BUILD, a national nonprofit organization, is on a mission to use entrepreneurship to ignite the potential of youth from under-resourced communities, enabling them to build career success, entrepreneurial mindsets, and opportunity.
  • BUILDFest events serve as vibrant celebrations of the transformational power of youth entrepreneurship, redefining education and creating opportunities for middle and high school students in under-resourced communities.
  • Mark your calendars for tomorrow, Thursday, May 9th as BUILDFest Bay Area takes center stage at the beautiful Northeastern University, Oakland campus.
  • Witness four high school finalist teams from across the Bay Area pitch their innovative business ideas to VIP judges!

Heritage Private Wealth launches with support from LPL Strategic Wealth Services

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월요일, 4월 22, 2024
CFO, SW, Merrill (company), Business development, Entrepreneurship, Freedom, Culture, Family, HNW, LPL, Heritage, SAN, Financial adviser

SAN DIEGO, April 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Clayton Ortloff has launched a new independent practice, Heritage Private Wealth , through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .

Key Points: 
  • SAN DIEGO, April 22, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisor Clayton Ortloff has launched a new independent practice, Heritage Private Wealth , through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .
  • He reported having served approximately $820 million in advisory, brokerage and retirement plan assets* and joins LPL from Merrill Lynch.
  • He specializes in providing personalized wealth management services that range from diversification strategies and concentrated stock positions to legacy planning and charitable giving.
  • “The added layer of support from the LPL Financial Strategic Wealth Services team is invaluable,” he said.

IBM to Acquire HashiCorp, Inc. Creating a Comprehensive End-to-End Hybrid Cloud Platform

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수요일, 4월 24, 2024
Nomad, HCP, Starbucks, Waypoint, Acceleration, News, Comcast, Private, AI, SW, Consul, Hand, Hardware, Deutsche Bank, Software as a service, Growth, Terraform, HashiCorp, Automation, Red Hat, Public, Acquisition, GitHub, Bloomberg, IDC, Adjustment, Infrastructure Lifecycle Management, TAM, Organization, SAN, IBM, Software

ARMONK, N.Y. and SAN FRANCISCO, April 24, 2024 /PRNewswire/ -- IBM (NYSE: IBM) and HashiCorp Inc. (NASDAQ: HCP), a leading multi-cloud infrastructure automation company, today announced they have entered into a definitive agreement under which IBM will acquire HashiCorp for $35 per share in cash, representing an enterprise value of $6.4 billion. HashiCorp's suite of products provides enterprises with extensive Infrastructure Lifecycle Management and Security Lifecycle Management capabilities to enable organizations to automate their hybrid and multi-cloud environments. Today's announcement is a continuation of IBM's deep focus and investment in hybrid cloud and AI, the two most transformational technologies for clients today.

Key Points: 
  • Today's announcement is a continuation of IBM's deep focus and investment in hybrid cloud and AI, the two most transformational technologies for clients today.
  • Combining IBM's portfolio and expertise with HashiCorp's capabilities and talent will create a comprehensive hybrid cloud platform designed for the AI era."
  • The rise of cloud-native workloads and associated applications is driving a radical expansion in the number of cloud workloads enterprises are managing.
  • Strong Strategic Fit – The acquisition of HashiCorp by IBM creates a comprehensive end-to-end hybrid cloud platform built for AI-driven complexity.

IBM to Acquire HashiCorp, Inc. Creating a Comprehensive End-to-End Hybrid Cloud Platform

Retrieved on: 
수요일, 4월 24, 2024
Nomad, HCP, Starbucks, Waypoint, Acceleration, News, Comcast, Private, AI, SW, Consul, Hand, Hardware, Deutsche Bank, Software as a service, Growth, Terraform, HashiCorp, Automation, Red Hat, Public, Acquisition, GitHub, Bloomberg, IDC, Adjustment, Infrastructure Lifecycle Management, TAM, Organization, SAN, IBM, Software

ARMONK, N.Y. and SAN FRANCISCO, April 24, 2024 /PRNewswire/ -- IBM (NYSE: IBM) and HashiCorp Inc. (NASDAQ: HCP), a leading multi-cloud infrastructure automation company, today announced they have entered into a definitive agreement under which IBM will acquire HashiCorp for $35 per share in cash, representing an enterprise value of $6.4 billion. HashiCorp's suite of products provides enterprises with extensive Infrastructure Lifecycle Management and Security Lifecycle Management capabilities to enable organizations to automate their hybrid and multi-cloud environments. Today's announcement is a continuation of IBM's deep focus and investment in hybrid cloud and AI, the two most transformational technologies for clients today.

Key Points: 
  • Today's announcement is a continuation of IBM's deep focus and investment in hybrid cloud and AI, the two most transformational technologies for clients today.
  • Combining IBM's portfolio and expertise with HashiCorp's capabilities and talent will create a comprehensive hybrid cloud platform designed for the AI era."
  • The rise of cloud-native workloads and associated applications is driving a radical expansion in the number of cloud workloads enterprises are managing.
  • Strong Strategic Fit – The acquisition of HashiCorp by IBM creates a comprehensive end-to-end hybrid cloud platform built for AI-driven complexity.

MG Partners Private Wealth launches with support from LPL Strategic Wealth Services

Retrieved on: 
목요일, 4월 4, 2024
Freedom, Culture, CFO, SW, SAN, HNW, Business development, Entrepreneurship, LPL, American Dream, CTFA, System, Family, Geoghegan, Financial adviser

SAN DIEGO, April 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christopher “Noah” Geoghegan, CTFA, and Tomohiko “Tom” Minami, CFP®, CFA®, have launched a new independent practice, MG Partners Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .

Key Points: 
  • SAN DIEGO, April 04, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Christopher “Noah” Geoghegan, CTFA, and Tomohiko “Tom” Minami, CFP®, CFA®, have launched a new independent practice, MG Partners Private Wealth, through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .
  • They reported having served approximately $435 million in advisory, brokerage and retirement plan assets* and join LPL from Truist.
  • Based in Hickory, N.C., the advisors have worked together for nearly two decades to provide sophisticated investment and planning services with a personalized touch.
  • We look forward to a long-lasting relationship with MG Partners Private Wealth and wish them great success.”

Grafton Wealth Advisors launches with support from LPL Strategic Wealth Services

Retrieved on: 
월요일, 3월 25, 2024
Culture, Organization, Sibling, CFO, American City Business Journals, Corporate services, Partnership, SW, SAN, Merrill (company), HNW, Business development, United States Army, Entrepreneurship, United States Marine Corps, LPL, Winter Park Historical Museum, Army

SAN DIEGO, March 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Sarah Grafton, William “Will” Grafton IV, CFP®, CEPA® and Dexter Grafton, CPFA™, CFA® have launched a new independent practice, Grafton Wealth Advisors , through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .

Key Points: 
  • SAN DIEGO, March 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Sarah Grafton, William “Will” Grafton IV, CFP®, CEPA® and Dexter Grafton, CPFA™, CFA® have launched a new independent practice, Grafton Wealth Advisors , through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .
  • They chose LPL because the Strategic Wealth Services offering provides them with the greatest flexibility and choice to build a boutique practice with a concierge service model.
  • LPL Strategic Wealth Services offers unprecedented flexibility to help advisors build an ideal practice that suits their unique business needs.
  • We look forward to a long-lasting partnership with the entire team at Grafton Wealth Advisors and are excited about what’s in store for this team.”

Minesto announces preliminary outcome of the company's rights issue

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화요일, 4월 2, 2024
SW, Rights issue, Exercise, BTU, Baker McKenzie, AMERICA, Prospectus, Rights, MAQS, Bookrunner, Person

GOTHENBURG, Sweden and VÄSTRA GÖTALAND, Sweden, April 2, 2024 /PRNewswire/ -- Minesto AB (publ) ("Minesto" or the "Company") announces the preliminary outcome for the Company's rights issue of up to 13,394,391 units, consisting of three (3) shares and one (1) warrant of series TO4 in the Company each (the "Rights Issue"), for which the subscription period ended today, 2 April 2024. The preliminary outcome indicates that 6,527,171 units, corresponding to approximately 48.7 percent of the Rights Issue, have been subscribed for with the support of unit rights. Additionally, applications for subscription of 288,226 units without the support of unit rights, corresponding to approximately 2.2 percent of the Rights Issue, have been received. In aggregate, the subscriptions with the support of unit rights and the applications for subscription of units without the support of unit rights correspond to approximately 50.9 percent of the Rights Issue. Hence, guarantee commitments of preliminary 4,312,385 units, corresponding to approximately 32.2 percent of the Rights Issue, will be utilized. The Rights Issue will provide the Company with proceeds of approximately SEK 100.2 million before deduction of costs related to the Rights Issue. Upon full exercise of all the warrants of series TO4 the Company is expected to raise up to an additional approximately SEK 50.1 million before deduction of cost related to the exercise of the warrants.

Key Points: 
  • The preliminary outcome indicates that 6,527,171 units, corresponding to approximately 48.7 percent of the Rights Issue, have been subscribed for with the support of unit rights.
  • The Rights Issue will provide the Company with proceeds of approximately SEK 100.2 million before deduction of costs related to the Rights Issue.
  • The preliminary outcome indicates that 6,527,171 units, corresponding to approximately 48.7 percent of the Rights Issue, have been subscribed for with the support of unit rights in the Rights Issue.
  • Thus, the preliminary outcome indicates that the Rights Issue is subscribed to approximately 50.9 percent, with and without the support of unit rights, and that guarantee commitments of preliminary 4,312,385 units, corresponding to approximately 32.2 percent of the Rights Issue, will be utilized.