Adviser/team AUM: $111,000,000
|Firm leaving||LPL Financial|
|Firm joining||Triad Advisors|
|Date announced||October 11, 2011|
|Transition date||October 11, 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.
Explore your opportunities and be informed for your next move.
Ugo W. Egbunike Dir. Of Business Development, ETF.com Greg Crawford Deputy Editor, InvestmentNews
February 11, 2014