Brad Zapp, Mike Maisel, Paul Sartori, Trent Lucas
Adviser/team AUM: $400,000,000
Gross annual production/TTM: $4,000,000
|Firm leaving||National Financial Partners|
|Firm joining||Triad Advisors|
|Date announced||September 19, 2011|
|Transition date||September 19, 2011|
Latest Moves to Triad Advisors
|Jason Connolly, Taylor Manry, Doug Everett, Adam Wilson||February 05, 2013|
|Ty Bernicke, Barry Bernicke||October 22, 2012|
|Simone Gladstone, Lynn Cravinho||October 17, 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.
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February 11, 2014