Lori Siegel and Robert Russo form Centrix Wealth Partners in Houston.
They want more bang for big tech bucks, poll of advisers by Pershing finds.
Anselmo Contreras Jr. said to have borrowed $30,000 from clients.
David Zoll and Sarah Pifer join New York firm, which is a unit of HighTower.
Qui Xue Yang works at firm's Summa Group unit in Los Angeles.
Christopher D. Dougherty charged with defrauding clients with fake private placements.
Houston-based Americana Partners is using Dynasty, Schwab and Addepar.
Mark Scaglione is based in the firm's Tampa, Fla., office.
Buckman, Buckman & Reid settles charges it failed to supervise two reps.
Merger of New York-based firms will create company managing $7 billion.
