Joseph VanName, Amy Hoffman, Cindy Irving, Susan Warren

Advisors Financial

Adviser/team AUM: $130,000,000

Move Details

Firm leaving Cadaret Grant
Firm joining Cetera
Adviser(s) location

Falls Church, VA

Date announced July 02, 2012
Transition date July 02, 2012

Latest Moves to Cetera

Adviser(s) Date announced
Tara Rice, Amanda HancockJuly 24, 2014
David StrulowitzApril 04, 2013
Scott SpragueJanuary 23, 2013

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.