Matt Lawson, William F. Winchester

Adviser/team AUM: $150,000,000

Move Details

Firm leaving LPL Financial
Firm joining Raymond James
Adviser(s) location

Chattanooga, TN

Date announced September 17, 2012
Transition date June 29, 2012

Latest Moves to Raymond James

Adviser(s) Date announced
Sanford Family, Kenneth Leonard, Brian CrowleyNovember 30, 2015
Peter Loncar, Brent SteinNovember 30, 2015
Chris Mahoney, Kevin Mahoney, Mark C. Marotta, Kristen Koluch, Phil MurphyNovember 30, 2015

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.