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Wednesday, September 30, 2026The Morning Brief →Sign in
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American Financial Advisors

WINTER PARK, FL
CRD: 108530
In PWD coverage since September 17, 2026 · 3 stories
$1.3BRegulatory AUMSEC Form ADV · Sep 25
8EmployeesForm ADV
1Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Sep 18 – Sep 25
Talent flow · 12 monthsOn the wire →
Net -1 · 0 arrivals · 1 departures
Arrivals
None tracked.
Departures
Michael Stark
Sep 17 · to Steward Partners
Deal recordFull tracker →
Sep 16, 26Deal announcedSteward Partners · $950M — coverage
PWD coverage
Moves

NewEdge turned Fort Lauderdale into a $12 billion outpost in one day

Four simultaneous $3 billion registrations in Fort Lauderdale turn the talent war into a city-by-city contest.
The Close · Sep 17The next M&A multiple is a refill rate
M&A · Sep 17Steward adds $950M and the Delta pipeline that refills it
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