David Evans, Nepeta Godec, Patty Eckelberry

Adviser/team AUM: $177,000,000

Gross annual production/TTM: $1,150,000

Move Details

Firm leaving Bank of America Merrill Lynch
Firm joining RBC Wealth Management
Adviser(s) location

Denver, CO

Date announced October 03, 2012
Transition date September 14, 2012

Latest Moves to RBC Wealth Management

Adviser(s) Date announced
James Winkler, Lauren Johnson, Randi RichardsonJanuary 28, 2015
Daniel P. Thompson, Matt Rittenhouse, Alyson FrantzNovember 10, 2014
Todd D. WatsonNovember 04, 2014

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.