Derek Bruton

What changed

Left the dynamic duo with Keith Gregg to become CEO of Chalice Wealth Partners IBD and RIA after Kingswood acquisition.

Reported / discovered

May 26, 2022

Effective

Not reported

New role

CEO

Previous role

Not reported

Market

Not reported

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.