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Seeing a clear path to $3 billion, Washington Wealth hitches its venture to LPL but quietly adds Schwab

The Middleburg, Va., roll-up-like hybrid RIA is switching some horses after its CEO and founder exited and some funding sources dried up

Author Kelly O'Mara October 5, 2012 at 3:03 AM
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Rob Bartenstein: Washington Wealth is not abandoning what we've stood for since our inception.

David Blisk

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Jon Beatty

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Tony Sirianni

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Rob Bartenstein

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Bill Morrissey



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Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold



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