Adviser/team AUM: $223,000,000
|Firm leaving||LPL Financial|
|Firm joining||Securities America|
Vestavia Hills, AL
|Date announced||November 15, 2012|
|Transition date||November 15, 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.
Explore your opportunities and be informed for your next move.
February 27, 2014