Shawn Shafer, James Forsyth, Steven Miller

Move Details

Firm leaving Morgan Stanley Wealth Management
Firm joining UBS Financial Services
Adviser(s) location

Encino, CA

Date announced January 12, 2012
Transition date January 11, 2012

Latest Moves to UBS Financial Services

Adviser(s) Date announced
Kaylyn A. MaherSeptember 04, 2014
Steve TrimbleMay 30, 2014
Mark J. Grueninger, Benjamin C. SauerFebruary 24, 2014

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.