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Tom Wozniak, Doug Freeman

The WS Group

Adviser/team AUM: $211,000,000

Move Details

Firm leaving Bank of America Merrill Lynch
Firm joining Wells Fargo Advisors
Adviser(s) location

Missoula, MT

Date announced March 15, 2013
Transition date January 03, 2013

Latest Moves to Wells Fargo Advisors

Adviser(s) Date announced
Teresa M. Brokaw, Donald G. O'Neal, Trent J. O'NealApril 25, 2013
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Richard Meadows, Paul Seifert, Micheal FettigApril 23, 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.