ria
Lakewood Wealth
In PWD coverage since October 2, 2026 · 2 stories
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Advisor
Sep 30 · advisor move
PWD coverage
advisor_note
Concurrent-Spire deal keeps 30 advisor brands, adds equity after a year
The $5.4 billion acquisition leaves Spire's teams independent under their own names; same-day moves from UBS and Cambridge landed at independent platforms.