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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
wealth team

Winstone Wealth Partners

$430MBook of businessas reported in coverage
3Advisors
Amarillo, TXMarket
2Moves on our record
The lineage
until Sep 22, 2026PRIORRaymond James Financial Services
Sep 22, 2026PRIORConcurrent Investment Advisors
Sep 25, 2026CURRENTLPL Financial
Sep 24, 2026advisor moveRaymond James Financial Services → LPL Financial
Sep 21, 2026breakawayRaymond James Financial Services → Concurrent Investment Advisors

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