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Wednesday, August 19, 2026The Morning Brief →Sign in
wealth team

The Rose team

$316MBook of businessas reported in coverage
2Advisors
Lafayette, INMarket
1Moves on our record
The lineage
until Aug 13, 2001PRIORStifel
Aug 13, 2001CURRENTRaymond James & Associates
Aug 14, 2026team liftoutStifel → Raymond James & Associates

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