The latest moves in the North American wealth management industry.

Argent Financial Group
Argent Advisors, a division of Argent Financial Group, has appointed Jeremy Pendergrass as operations manager in its Minden, Louisiana, office.

Pendergrass will initially help enhance processes and workflows in the office as he pursues his Series 65 license. Once licensed, he will join his father and brother on the advisor team, the firm said in a statement.

Pendergrass comes back to Argent from Riverstone Software, where he served as chief executive for the start-up software company. Before that, he served as organizational leader at The Bridge Community Church in Ruston.
 
He began his professional career at Argent as a property consultant for Argent Property Services, now known as Argent Mineral Management.

Raymond James
Raymond James has brought over financial advisors Austin Heberger and Gavin Lee to join Raymond James Financial Services, which is the firm’s independent broker/dealer in Pasadena, California.

The advisor duo operate as Arroyo Capital Partners and join from Wells Fargo, where they previously managed about $350 million in client assets. Joining them at Raymond James are Jenifer Graybill, office manager, and Leonard Emocling, client services manager. The team works with a variety of clients, including families, retirees and female investors.

AE Wealth Management
AE Wealth Management has added Richelle Stoneking to the team as director of investment technology and solutions.

Stoneking joined AE Wealth in March after spending the last decade working with a competing registered investment advisor and, prior to that, as a trading manager with Mariner Holdings.

The firm has grown rapidly, it said, noting that it has added more than $2 billion in total platform assets to surpass the $8 billion mark.