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John Lupi and Associates

Adviser/team AUM: $101,000,000

Move Details

Firm leaving Wells Fargo Advisors
Firm joining Ameriprise Financial
Adviser(s) location

Colts Neck, NJ

Date announced August 21, 2012
Transition date August 14, 2012

Latest Moves to Ameriprise Financial

Adviser(s) Date announced
Jay L. GeaslenApril 30, 2013
Leasha D. Flammio-WatsonApril 29, 2013
John J. Nelson, Jon T. NelsonApril 29, 2013

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.