Jason Connolly, Taylor Manry, Doug Everett, Adam Wilson

Adviser/team AUM: $250,000,000

Move Details

Firm leaving Royal Alliance
Firm joining Triad Advisors
Adviser(s) location

Duluth, GA

Date announced February 05, 2013
Transition date February 04, 2013

Latest Moves to Triad Advisors

Adviser(s) Date announced
Jason Connolly, Taylor Manry, Doug Everett, Adam WilsonFebruary 05, 2013
Ty Bernicke, Barry BernickeOctober 22, 2012
Simone Gladstone, Lynn CravinhoOctober 17, 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.