EFTA01203873Dataset 9
5p2,129w
…with $5 billion of managed assets, signed on with inStream in early 2014. See: The TD Ameritrade-Orion pairing again proves productive — this time to wrest assets from a $3.6 billion Schwab RIA. inStream's previous deal with Mercer gave Birenbaum a sense of comfort, as does the fact that inStream completed successful integrations with TD Ameritrade, Redtail Technology, and Orion, he says. See: 12 key events of 2012 that rocked the RIA technology landscape, Part 1. Murguia recruited…
https://www.justice.gov/epstein/files/DataSet%209/EFTA01203873.pdf