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Friday, October 2, 2026The Morning Brief →Sign in
wealth team

Dunn Team

$355MBook of businessas reported in coverage
3Advisors
Fresno, CAMarket
1Moves on our record
The lineage
until Aug 28, 2026PRIORRaymond James
Aug 28, 2026CURRENTTSG Wealth Management
Aug 27, 2026team liftoutRaymond James → TSG Wealth Management

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