Adviser/team AUM: $150,000,000
|Firm leaving||Woodbury Financial Services|
|Firm joining||Securities America|
|Date announced||September 06, 2012|
|Transition date||August 24, 2012|
|Source||Securities America Welcomes Kaufman - Former Woodbury Advisor Drawn to Culture, Technology, Retirement Plan Support|
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Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.
Kim Laughton President, Schwab Charitable