John Kline

Adviser/team AUM: $180,000,000

Move Details

Firm leaving UBS Financial Services
Firm joining Janney Montgomery Scott
Adviser(s) location

Raleigh, NC

Date announced February 14, 2013
Transition date February 05, 2013

Latest Moves to Janney Montgomery Scott

Adviser(s) Date announced
Steven Guggenheimer, George ZakiApril 10, 2014
Martin LutschaunigMarch 19, 2014
Jack W. Griffith, Jr., Jack W. Griffith, III, John W. ChapmanJanuary 31, 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

Apr 24 03:45PM
Clips From Today?s Halftime Report http://t.co/PuZb1iYJWq
Apr 24 03:37PM
New report raises issues over broker fee disclosures getting buried in complicated customer documents http://t.co/pfGe0F4nue

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