Susan Pearlman, Gregory Kennedy

Adviser/team AUM: $60,000,000

Move Details

Firm leaving Raymond James
Firm joining Summit Brokerage Services
Adviser(s) location

Huntington, NY

Date announced October 30, 2012
Transition date July 20, 2012

Latest Moves to Summit Brokerage Services

Adviser(s) Date announced
Phillip SalterJune 20, 2014
James W. StoryApril 04, 2014
Gregory E. Kibler, Robert K. HassmannFebruary 19, 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.