Neal McNeil III, Robert L. Meyer, Ryan Clive-Smith

Adviser/team AUM: $300,000,000

Move Details

Firm leaving	Morgan Stanley Smith Barney
Firm joining	LPL Financial
Adviser(s) location	La Jolla, CA
Date announced	March 12, 2012
Transition date	March 12, 2012
Source	http://www.4-traders.com/LPL-INVESTMENT-HOLDINGS-I-6880559/news/LPL-INVESTMENT-HOLDINGS-INC-Adding-to-the-Growing-Theme-of-Elite-Teams-Announcing-Independence-Natio-14210630/

Latest Moves to LPL Financial

Adviser(s)	Date announced
Kenneth G. Ingham	May 01, 2013
Tamar H. Mogilski	December 10, 2012
Mark Cortazzo, Nicholas Spagnoletti Jr., Jay LaMalfa, Thomas Moyer	November 13, 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.