Adviser/team AUM: $124,000,000
|Firm leaving||National Planning|
|Firm joining||NPB Financial Group|
|Date announced||September 21, 2010|
|Transition date||September 21, 2010|
Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.
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Dorothy Weaver Founder & CEO, Collins Capital
Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.