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Severn Wealth Management
In PWD coverage since August 27, 2026 · 1 story
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Talent flow · 12 monthsOn the wire →
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Aug 26 · team liftout
PWD coverage
The Close
A $160 million Annapolis defection shows the Commonwealth diaspora still flows
A four-person, $160 million practice leaving Commonwealth is a small move with outsized meaning for LPL's retention math and Cetera's channel strategy.