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TSG Wealth Management
In PWD coverage since August 27, 2026 · 1 story
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Richard Wilson
Aug 26 · team liftout
PWD coverage
Moves
Raymond James loses two California teams to Wells Fargo's scale pitch
A father-daughter team in Fresno and a 41-year veteran in Chico bring $545 million to a $21B FiNet affiliate, along with two new offices.