Adviser/team AUM: $221,000,000
Gross annual production/TTM: $2,380,000
|Firm leaving||Raymond James|
|Firm joining||Morgan Stanley Wealth Management|
Los Gatos, CA
|Date announced||October 31, 2012|
|Transition date||October 26, 2012|
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.
Connect with Us
Like our fan page to receive the latest news and opinion from InvestmentNews.
Subscribe to this RSS feed to receive the latest news and opinion from InvestmentNews.