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Halloran Dooley Investment Group

$400MBook of businessas reported in coverage
3Advisors
Beverly, MAMarket
1Moves on our record
The lineage
until Oct 17, 2026PRIORSantander Securities
Oct 17, 2026CURRENTWells Fargo Advisors
Oct 16, 2026team liftoutSantander Securities → Wells Fargo Advisors

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THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.