John Napolitano, George Clarke, Thomas Morrone, Michael Alexander, Max Kolbrenner, Gary Oman, Timothy McCarthy, Michael Velazquez

Adviser/team AUM: $200,000,000

Move Details

Firm leaving Lincoln Financial
Firm joining LPL Financial
Adviser(s) location

Braintree, MA

Date announced January 25, 2012
Transition date January 25, 2012
Source Reuters

Latest Moves to LPL Financial

Adviser(s) Date announced
Thomas A. BraunSeptember 22, 2014
Sean A. SmalleyApril 11, 2014
Vladislav Krubich, Tony MayoFebruary 19, 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.