Merger · Activity not yet classified

LJPR Financial Advisors

Transaction overview

Announced

Announced:

Exact closing date not established.

Sequoia Financial Group announced a merger with LJPR Financial Advisors. The release used future-tense merger language and did not establish completion.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. Sequoia Financial Group Merges with LJPR Financial Advisors ↗

    Sequoia Financial Group · Published Aug 21, 2018

    The release announced that Sequoia Financial Group and LJPR Financial Advisors would merge; no completed date was established.

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LJPR Financial Advisors · RIA Monitor