Adviser/team AUM: $143,000,000
Gross annual production/TTM: $1,500,000
|Firm leaving||LPL Financial|
|Firm joining||Morgan Stanley Wealth Management|
|Date announced||August 20, 2012|
|Transition date||July 27, 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.