Adviser/team AUM: $82,000,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||Robert W. Baird & Co.|
Salt Lake City, UT
|Date announced||September 01, 2011|
|Transition date||September 01, 2011|
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.
The B-Ds with the largest portion of $100K-$499K producers
Top 5 Firms
Dorothy Weaver Founder & CEO, Collins Capital
Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.