Adviser/team AUM: $124,500,000
Gross annual production/TTM: $1,040,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||Bank of America Merrill Lynch|
Ventura Coast, CA
|Date announced||December 17, 2012|
|Transition date||November 30, 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.
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February 11, 2014