person● Verified · SEC records
Leo Wai
In PWD coverage since August 31, 2026 · 1 story
Career record
currentIAPURSHE KAPLAN STERLING INVESTMENTS
currentIAMERIT FINANCIAL ADVISORS
ended Aug 19, 2026BDMerit Financial Advisors
PWD coverage
Features
Independents are now raiding each other
A single day of Commonwealth defections shows liftouts have moved from wirehouse exits to rival independent platforms.