Uniform Securities Agent State Law Exam

Bucks County Wealth Management joins Cetera Advisor Networks

Retrieved on: 
Monday, November 6, 2023
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LOS ANGELES, Nov. 6, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Bucks County Wealth Management** has joined Cetera Advisor Networks. Led by Grant Raskin** and partner Rob McLarnon,** Bucks County Wealth Management provides comprehensive financial planning and investment advice to clients and had about $85 million in assets under administration* as of Aug. 31, 2023. Wealth manager assistant Kevin Anthony rounds out the team of three financial professionals based in Chalfont, Pa.

Key Points: 
  • LOS ANGELES, Nov. 6, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Bucks County Wealth Management** has joined Cetera Advisor Networks .
  • Led by Grant Raskin** and partner Rob McLarnon,** Bucks County Wealth Management provides comprehensive financial planning and investment advice to clients and had about $85 million in assets under administration* as of Aug. 31, 2023.
  • Wealth manager assistant Kevin Anthony rounds out the team of three financial professionals based in Chalfont, Pa.
    "I'm pleased to welcome the Bucks County Wealth Management team to Cetera and look forward to seeing how this established practice utilizes our growth resources to accelerate its success," said John Pierce, head of business development at Cetera.
  • Click here for more information about Cetera Advisor Networks.

Freddie Rappina joins Cetera Financial Specialists

Retrieved on: 
Tuesday, October 17, 2023
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LOS ANGELES, Oct. 17, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Freddie Rappina,** ChFC®, AIF®, CCFS®, and his two team members at Opta Financial have joined Cetera Financial Specialists. Rappina and his firm were previously affiliated with MML Investors. He provides comprehensive financial planning and investment advice to clients and had nearly $40 million in assets under administration* as of May 31, 2023. Within the next year, with the support and capabilities of Cetera, the firm expects their AUA to increase significantly.  

Key Points: 
  • LOS ANGELES, Oct. 17, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Freddie Rappina,** ChFC®, AIF®, CCFS®, and his two team members at Opta Financial have joined Cetera Financial Specialists.
  • "We welcome Freddie and his team to Cetera Financial Specialists, where they join a network of professionals with a true family culture," said Ron Krueger, president of Cetera Financial Specialists.
  • Opta Financial, founded by Rappina, helps clients examine their financial situation, set financial goals and implement plans toward achieving those goals.
  • Click here for more information about Cetera Financial Specialists.

Advyzon Investment Management (AIM) Adds Fidelity, Alpha Vee Solutions, KKM Financial, and Zacks

Retrieved on: 
Wednesday, August 16, 2023
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CHICAGO, Aug. 16, 2023 /PRNewswire/ -- Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the Advyzon umbrella, recently added multiple new asset managers to their platform, including Fidelity Investments, Alpha Vee Solutions, KKM Financial, and Zacks Investment Management.

Key Points: 
  • CHICAGO, Aug. 16, 2023 /PRNewswire/ -- Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the Advyzon umbrella, recently added multiple new asset managers to their platform, including Fidelity Investments , Alpha Vee Solutions , KKM Financial , and Zacks Investment Management .
  • Fidelity, Alpha Vee, KKM, Zacks, Davis Selected Advisors, PMV Capital, Next Century Growth Investors, and Unified Investment Management join existing managers Advyzon Investment Management, Taylor Frigon Capital Management, WCM Investment Management, AllianceBernstein, WealthTrust Asset Management, Trademark Capital Management, Passage Global Capital Management, Principal Asset Management, Evestia Financial, Integrated Capital Management, Berkshire Asset Management, and Palisades Investment Partners, with more managers and strategies coming in the near future.
  • "Zacks Investment Management is very excited to be a part of Advyzon's new model marketplace," said Greg Murphy, Managing Director of National Sales at Zacks.
  • "Alpha Vee Solutions is excited to join Advyzon's model marketplace," said Leigh Eichel, CEO of Alpha Vee.

Exdion Insurance Appoints Industry Expert Tony Cid to Board of Advisors

Retrieved on: 
Monday, July 24, 2023
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Insurtech company Exdion Solutions today announced the appointment of Tony Cid, Principal and Owner of Cid Allstate Agency, Inc., and Managing Director and Principle of Fourth Insight Consulting Services, to its Advisory Board.

Key Points: 
  • Insurtech company Exdion Solutions today announced the appointment of Tony Cid, Principal and Owner of Cid Allstate Agency, Inc., and Managing Director and Principle of Fourth Insight Consulting Services, to its Advisory Board.
  • “As commercial brokers move forward in their journey to digital transformation, they need partners with both technology and industry expertise,” said Cid.
  • “With Exdion, they can realize the full potential of digitalization in operations, in revenue enhancement, and in risk reduction.
  • In addition to owning and operating his own insurance agency, Cid consults on industry issues and business matters.

Brian Jones Named as Xenith Solutions COO Further Strengthening Xenith's Commitment to M&A

Retrieved on: 
Monday, June 26, 2023
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RESTON, Va., June 26, 2023 /PRNewswire/ -- Xenith Solutions today announced Brian Jones will be joining Xenith as Chief Operating Officer (COO), effective June 22, 2023.

Key Points: 
  • RESTON, Va., June 26, 2023 /PRNewswire/ -- Xenith Solutions today announced Brian Jones will be joining Xenith as Chief Operating Officer (COO), effective June 22, 2023.
  • Prior to joining Xenith, Brian was the Chief Operating Officer of FON Federal, spearheading the formation of all operational and finance activities.
  • He oversaw buy-side Mergers and Acquisitions (M&A) deals and was involved in the sourcing, underwriting, and management of strategic partnerships.
  • "I am excited to continue my journey as part of the leadership team at Xenith Solutions," says Brian.

Adam Rieman Joins Alliant Insurance Services in Chicago

Retrieved on: 
Wednesday, June 21, 2023
Insurance, Professional Services, Uniform Securities Agent State Law Exam, Series 6, Illinois State University, National accounts, Health, Nicolaus Hinrich Rieman, Alliant, Management

Adam Rieman has joined Alliant Insurance Services as Vice President within its Employee Benefits Group in Chicago.

Key Points: 
  • Adam Rieman has joined Alliant Insurance Services as Vice President within its Employee Benefits Group in Chicago.
  • In his role with Alliant, Rieman will design and deploy comprehensive employee benefits programs for a diverse client base.
  • “As an insurance, benefits, and financial services professional, Adam has developed the skills necessary to create truly innovative employee benefits solutions.
  • “Adam is focused on helping his clients help their employees.”
    Prior to joining Alliant, Rieman was a National Account Executive at a major insurance carrier where he was responsible for client growth and relationship management for employers with 5,000+ benefit-eligible employees.

Valley Bank Hires Matthew Weidle to Lead Chicago and Midwest Markets

Retrieved on: 
Tuesday, May 23, 2023
Commercial Building & Real Estate, Construction & Property, Insurance, Finance, Consulting, Banking, Accounting, Professional Services, Small Business, Asset Management, LaSalle Street, Little League World Series (Midwest Region), National Caotun Commercial & Industrial Vocational Senior High School, Little League Baseball, 181 West Madison Street, Valley Bank, Multimedia, Loyola University, Uniform Securities Agent State Law Exam, Lloyds Associated Banking Company, Financial Industry Regulatory Authority, Commercial bank, Trust, Wealth management, SBA, FINRA, Security, Bank of the West, Commercial, Bank Leumi, SIE, Transport, Loyola University Chicago, Real estate, Management, Helmuth Weidling

Valley Bank , a regional bank with operations along key East Coast markets and California, is expanding its Chicago office with the hiring of Matthew Weidle as First Senior Vice President and Midwest Regional President.

Key Points: 
  • Valley Bank , a regional bank with operations along key East Coast markets and California, is expanding its Chicago office with the hiring of Matthew Weidle as First Senior Vice President and Midwest Regional President.
  • View the full release here: https://www.businesswire.com/news/home/20230523005063/en/
    Matthew Weidle joins Valley Bank as First Senior Vice President and Midwest Regional President to lead Chicago and Midwest markets.
  • (Photo: Business Wire)
    In this new role, Weidle will focus on expanding Valley’s Commercial Banking presence in the Chicago market and Midwest region.
  • Valley inherited the talented and well-established Commercial Banking team through Valley’s merger with Bank Leumi USA in April 2022.

Jason R. Kaye Joins Greystone Housing Impact Investors to Originate Tax-Exempt Financings

Retrieved on: 
Thursday, May 11, 2023
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NEW YORK, May 11, 2023 (GLOBE NEWSWIRE) -- Greystone affiliate, Greystone Housing Impact Investors (“GHI”), the general partner of the general partner of Greystone Housing Impact Investors LP (NYSE: GHI) (the “Partnership”), announced that Jason R. Kaye has joined as a Managing Director.

Key Points: 
  • NEW YORK, May 11, 2023 (GLOBE NEWSWIRE) -- Greystone affiliate, Greystone Housing Impact Investors (“GHI”), the general partner of the general partner of Greystone Housing Impact Investors LP (NYSE: GHI) (the “Partnership”), announced that Jason R. Kaye has joined as a Managing Director.
  • Prior to joining GHI, Mr. Kaye was a Senior Vice President at Regions Bank where he handled debt and tax credit equity, transaction structuring and loan executions for local and national affordable housing developers.
  • He has also served as a Senior Vice President at Bank of America in Community Development Banking, originating and structuring affordable housing debt and equity.
  • “We are thrilled for the potential to grow our impact across new affordable housing markets with his expertise and relationships, and warmly welcome Jason to the team.”

Stephen C. Tardio Joins Dresner Partners as Managing Director

Retrieved on: 
Monday, May 8, 2023
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CHICAGO, May 08, 2023 (GLOBE NEWSWIRE) -- Dresner Partners, an award-winning, FINRA-registered middle-market investment bank and Mergers Alliance member firm, is pleased to announce that Stephen C. Tardio has joined the firm as Managing Director.

Key Points: 
  • CHICAGO, May 08, 2023 (GLOBE NEWSWIRE) -- Dresner Partners, an award-winning, FINRA-registered middle-market investment bank and Mergers Alliance member firm, is pleased to announce that Stephen C. Tardio has joined the firm as Managing Director.
  • Prior to joining Dresner Partners, Mr. Tardio served as Managing Director and Head of the Consumer Industry Practice for EdgePoint Capital in Cleveland, Ohio.
  • Previously, Mr. Tardio also served as President of HT Capital Securities in New York, and Managing Director and Head of the Cleveland and Chicago offices, as well as Director in New York for HT Capital Advisors.
  • Commenting on hiring of Mr. Tardio, Steven M. Dresner, President of Dresner Partners said, “We are very pleased to welcome Stephen Tardio to the firm.

Aquavit Files Additional IND for DTX-024, a New Botulinum Toxin With Microchannel Technology™ for Palmar Hyperhidrosis

Retrieved on: 
Saturday, March 18, 2023
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NEW YORK, March 18, 2023 /PRNewswire/ -- Aquavit Holdings has submitted to FDA an IND for its DTX-024, for the treatment of palmar hyperhidrosis using its patented microchannel technology™.

Key Points: 
  • NEW YORK, March 18, 2023 /PRNewswire/ -- Aquavit Holdings has submitted to FDA an IND for its DTX-024, for the treatment of palmar hyperhidrosis using its patented microchannel technology™.
  • Alongside Aquavit's biosimilar program for its botulinum toxin, this will be the first in the world, indicated for palmar hyperhidrosis, approved by FDA.
  • Aquavit has been investing in proprietary delivery technologies and related intellectual property for botulinum toxin.
  • This is a strategic move that puts them ahead of the curve in the fast-growing multi-billion-dollar botulinum toxin market.