Adviser/team AUM: $65,000,000
|Firm leaving||LPL Financial|
|Firm joining||Ameriprise Financial|
|Date announced||March 22, 2012|
|Transition date||March 16, 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.
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Tracey E. Flaherty, Natixis
Mary Beth Franklin, InvestmentNews
Harley Gordon, CLTC