David Frank, John Judkins

Adviser/team AUM: $168,000,000

Move Details

Firm leaving Morgan Stanley Wealth Management
Firm joining Bank of America Merrill Lynch
Adviser(s) location

Hunt ValleyMA

Date announced February 26, 2013
Transition date February 01, 2013

Latest Moves to Bank of America Merrill Lynch

Adviser(s) Date announced
Michael Bromberg, Daniel GerschelFebruary 20, 2014
Daniel J. RodriguezDecember 16, 2013
Jeffrey KlingerDecember 16, 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.

  @IN Wire

Apr 16 08:44AM
United Kingdom Housing Energy Fact File 2013 http://t.co/iLc1IEgdTU
Apr 16 08:33AM
Pressure builds for advisers as clients want more information on advisory fees, along with fewer fees http://t.co/tLWSQuixTH

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