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
Robert LabriolaJuly 17, 2014
James Clarke, Philip WeyheJune 06, 2014
Howard Rowen, Halsey SmithMay 02, 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.