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Independent Intelligence on the Private Wealth Industry
Saturday, October 17, 2026The Morning Brief →Sign in
wealth team

The Edward Fitzpatrick Group

$3.5BBook of businessas reported in coverage
5Advisors
Houston, TXMarket
1Moves on our record
The lineage
until Oct 17, 2026PRIORRaymond James
Oct 17, 2026CURRENTJanney Montgomery Scott
Oct 16, 2026team liftoutRaymond James → Janney Montgomery Scott

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