Robert Ellis, Joseph Ellis, Joshua Britt, Aaron Mabon, Summer Parmer

Ellis & Ellis Investment Management

Adviser/team AUM: $150,000,000

Move Details

Firm leaving LPL Financial
Firm joining Commonwealth Financial Network
Adviser(s) location

LaGrange, GA

Date announced January 28, 2013
Transition date November 15, 2012

Latest Moves to Commonwealth Financial Network

Adviser(s) Date announced
Roger ConnellMay 27, 2014
Joseph M. Esposito, Jr., Keith KikerMay 19, 2014
Mark A. LawFebruary 04, 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.

  @IN Wire

Jul 23 08:43PM
The retail money fund houses are clearly happy. Fidelity: "a reasonable balance" Vanguard: "rules preserve integrity of money funds"
Jul 23 07:23PM
97% Consensus (File Under Stuff You Should Know By Now) http://t.co/lxiB2AqSi7

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