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Altruist drops news on former SSG RIAs -- they must leave Pershing by November for Altruist or third-party custody, catching many by surprise

The Culver City, Calif. custodian called a town hall after negotiations with Pershing fell flat and gamely admits this was not the 'original intent'

Author Lisa Shidler August 7, 2024 at 4:45 AM
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Jason Wenk: 'Unfortunately, clients cannot stay at Pershing.'
Brooke Southall and Keith Girard contributed to the editing of this article.

RIA Custodians



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