person● Verified · SEC records
Leo Wai
In network coverage since August 31, 2026 · 1 story
Career record
currentIAPURSHE KAPLAN STERLING INVESTMENTS
ended Sep 3, 2026IAMERIT FINANCIAL ADVISORS
ended Aug 19, 2026BDMerit Financial Advisors
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Features
Independents are now raiding each other
A single day of Commonwealth defections shows liftouts have moved from wirehouse exits to rival independent platforms.