Wealth Advisors of Tampa Bay

Adviser/team AUM: $100,000,000

Move Details

Firm leaving Florida Investment Advisors
Firm joining LPL Financial
Adviser(s) location

Tampa Bay, FL

Date announced April 18, 2012
Transition date April 18, 2012
Source http://www.4-traders.com/LPL-INVESTMENT-HOLDINGS-I-6880559/news/LPL-INVESTMENT-HOLDINGS-INC-Financial-Advisory-Team-With-$350-Million-in-Client-Assets-Under-Mana-14279220/

Latest Moves to LPL Financial

Adviser(s) Date announced
Vincent Kubilus, Brian Thornton, Mark ZakoskiJanuary 04, 2016
Raymond SaravitzJanuary 04, 2016
Jeff Kocis, John Kinsella, Richard RohlfingDecember 21, 2015

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.