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Cedarstone Advisors → Savant Wealth Management
Operations manager joins Savant as an employee as part of the Cedarstone practice move.
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
2 observations consolidated into one event.