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Oppenheimer & Co.
In PWD coverage since September 1, 2026 · 4 stories
1Moves on the wire · 12 months
Observed recruiting events · 12 monthsOn the wire →
The Atlantic Group
Sep 25 · team liftout
PWD coverage
Moves
SEC records show $8 billion Rise team moved custody from Ameriprise to Schwab
The Bedford, N.H. team's Sept. 23 re-registration accounted for about 55 percent of the $14.58 billion in advisor moves recorded that week.