Keith Munera, John Wildemore
Adviser/team AUM: $315,000,000
Gross annual production/TTM: $3,000,000
|Firm leaving||UBS Financial Services|
|Firm joining||Morgan Stanley Wealth Management|
|Date announced||August 20, 2012|
|Transition date||July 18, 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.
Independent B-Ds ranked by excess net capital
Top 5 Firms
Dorothy Weaver Founder & CEO, Collins Capital
Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.