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Wing Financial
NEWPORT BEACH, CA
CRD: 333826
In network coverage since August 28, 2026 · 1 story
$128KRegulatory AUMSEC Form ADV · Oct 10
2EmployeesForm ADV
Regulatory AUM · Aug 29 – Oct 10
Network coverage
Moves
State Street hires former LPL and Altruist executive as wealth custody CRO
Pete Dorsey's résumé spans the bank channel and the RIA tech disruptor, the exact combination State Street needs to turn its Apex minority stake into a real custody platform.