Robert M. Eastmann, Joshua W. Beverly

Adviser/team AUM: $52,000,000

Move Details

Firm leaving LPL Financial
Firm joining Multi-Financial Securities
Adviser(s) location

Boca Raton, FL

Date announced July 31, 2012
Transition date May 04, 2012

Latest Moves to Multi-Financial Securities

Adviser(s) Date announced
Nathan RunningDecember 04, 2012
Dave Strunc, Nicholas RussellNovember 26, 2012
Robert M. Eastmann, Joshua W. BeverlyJuly 31, 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.

  @IN Wire

Jul 23 09:00PM
?What have you done for me lately?? http://t.co/SHO6gtVyld
Jul 23 08:43PM
The retail money fund houses are clearly happy. Fidelity: "a reasonable balance" Vanguard: "rules preserve integrity of money funds"

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