wealth team
Ecclesiastes Wealth Partners
$550MBook of businessas reported in coverage
3Advisors
Richardson, TXMarket
1Moves on our record
The lineage
until Sep 30, 2026PRIORAmeriprise Financial Services
Sep 30, 2026CURRENTKestra Financial
Sep 29, 2026team liftoutAmeriprise Financial Services → Kestra Financial
No published coverage yet.