Lexington, Kentucky, USA, July 21st, 2026, FinanceWire
Thoroughbred Financial, an OSJ affiliated with Osaic, today announced that Southern Ridge Advisory, led by Steve Allen and his son John Allen, has joined the firm.
Steve Allen built Southern Ridge on the foundation of a highly successful CPA practice, earning a reputation for deep, trust-based client relationships. He is now bringing John into the business to help run day-to-day operations, with a clear path for John to eventually take over leadership of the firm, a succession plan that reflects the same long-term thinking Steve has always brought to his clients’ financial lives.
In joining Thoroughbred, the Allens cited a desire for stronger support infrastructure, a collaborative culture, and room to grow, resources they felt were harder to access on their own.
“From the moment I met Steve, I realized we were a good fit,” said Chris Cantrell, VP of Securities Marketing at Thoroughbred. “You can tell just from a single conversation that taking care of clients is core to his success. We’re excited for Southern Ridge and to be a part of the next chapter.”
Southern Ridge Advisory will operate in partnership with Thoroughbred and Osaic, with Steve and John Allen continuing to serve their existing client base while building out the practice’s next generation of leadership.
About Thoroughbred Financial
Thoroughbred Financial is an OSJ affiliated with Osaic, based in Lexington, Kentucky, supporting independent financial advisors with recruiting, compliance oversight, and practice growth resources.
About Osaic
Osaic is one of the nation’s largest networks of independent financial advisors and financial institutions.
Contact
Vice President
Chris Cantrell
Thoroughbred Financial
c.cantrell@tbredfa.com
8593584895
Continue Reading
Lagos, Nigeria, July 21, 2026, ZEX PR WIRE — Inveslo is pleased to announce the appointment of Benjamin Ajimoko as its Country Manager for Nigeria, effective 1st July 2026, marking…
United States, 21st Jul 2026 — In response to growing customer interest and frequent requests for an easier way to explore Devco’s work, Devco is proud to announce the launch…
TerraMaster, a leading global innovator in storage solutions, today july 21, announced its 2026 Summer Limited-Time Promotion Milano, Milano, Italy, 21st Jul 2026 — TerraMaster, a leading global innovator in storage…
Half Price Kitchen, a premier kitchen remodeling firm in Fort Lauderdale founded by David Graham, has published a comprehensive guide highlighting five critical warning signs that signal severe structural and…
Award win recognizes Screendragon’s role in helping in-house and agency teams manage creative workflows, AI, DAM, approvals and governance in one adaptable work system New York City, New York, United…
WA 6060, Yokine, Australia, 21st Jul 2026 – Emergency Dentist Perth, a well-known provider of urgent dental care services, has announced continued support for local patients experiencing sudden and severe…
Australia, 21st Jul 2026 – Radiant Smiles Dental Care, a respected provider of general, cosmetic, and restorative dental services, has announced the availability of full mouth implant treatment for patients…
Hong Kong, Hong Kong, July 15th, 2026, FinanceWire ATFX has officially launched the World Trading Cup under the campaign theme “Fight for Your Region. Trade for the Crown.”, a multi-stage…
Panama City, Panama, July 20th, 2026, FinanceWire Viriora, the multi-asset CFD and investment broker, has announced the integration of a conversational AI system directly into its trading platform, alongside a…
