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||September 19, 2011|
Latest Moves to Triad Advisors
|John Paxton, Daniel F. Murphy, Christopher Farver, Aaron Gibbs||August 03, 2017|
|John Paxton, Daniel Murphy, Christopher Farver, Aaron Gibbs||May 08, 2017|
|Brad Levin, David Tracy||March 16, 2017|
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.
Latest news & opinion
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