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Carson Sues Ex-Advisor for Alleged Client Poaching
News October 20, 2025 at 03:40 PM
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What You Need To Know
- Carson Group is suing a former advisor who left Sweet Financial Partners, which Carson Group had acquired.
- On Aug. 1, the advisor sent letters to at least four clients, the suit states.
- The advisor may have taken a confidential client list with him upon his departure from Sweet, according to the suit.
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