James Mathias, Wilma Turner

Adviser/team AUM: $85,000,000

Move Details

Firm leaving Invest Financial
Firm joining Girard Securities
Adviser(s) location

Bingham Farms, MI

Date announced February 01, 2013
Transition date January 31, 2013

Latest Moves to Girard Securities

Adviser(s) Date announced
Mark K. VienFebruary 18, 2015
David S. MowattApril 04, 2014
Vance BoucherFebruary 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.