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FUNDRAISING NEWS | January 16, 2025

Carson Group Recruits $411M Team from Osaic's Securities America

Tags: Personnel, Financial Advisor Move

Carson Group announced that California-based advisors Kiho Choi and John Dunphy have joined the firm as Twin Pines Wealth Management, coming from Osaic’s Securities America where they managed $411M in client assets. 

Both Choi and Dunphy have 29 years of experience as registered investment advisors, according to their BrokerCheck profiles, and will assume the role of managing partner at Twin Pines. The pair have spent the majority of their careers at Haussman Financial, which is part of Securities America, one of Osaic’s eight formerly separately named broker-dealers that it consolidated under the Osaic Wealth banner.

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