Everyone on our team has at least 20 years of BD/RIA industry experience and has held senior management positions across Operations, Compliance, Surveillance, Compensation, Advisor Recruiting and other key disciplines. With this acumen, combined with our consultative approach, we have a unique ability to address the challenges executives, home office operations teams, branch managers and advisors in the field face today while continuing to support the evolving, individual needs of each firm we serve.