Adviser/team AUM: $150,800,000
Gross annual production/TTM: $690,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||Bank of America Merrill Lynch|
|Date announced||December 17, 2012|
|Transition date||November 09, 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.