Adviser/team AUM: $50,000,000
|Firm leaving||Multi-Financial Securities|
|Firm joining||J.W. Cole Financial|
|Date announced||January 05, 2011|
|Transition date||January 05, 2011|
|Source||J.W. Cole Financial|
Latest Moves to J.W. Cole Financial
|David Hays, Doug Hughes||September 20, 2013|
|Douglas W. Jones, Melissa S. Jones||July 10, 2013|
|Joseph Wirbick, Michael Zimmerman, Patrick Cloonan||March 09, 2012|
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.
Explore your opportunities and be informed for your next move.
Dorothy Weaver Founder & CEO, Collins Capital
Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.