wealth team
Capital Waypoint
$256MBook of businessas reported in coverage
4Advisors
Fresno, CAMarket
1Moves on our record
The lineage
until Oct 9, 2026PRIORRaymond James Financial Services
Oct 9, 2026CURRENTAscentis Independent Advisors
Oct 8, 2026team liftoutRaymond James Financial Services → Ascentis Independent Advisors, LLC
No published coverage yet.