Nicholas T. Barlotta Jr., Daniel R. Cauley, Nicholas T. Barlotta III
Barlotta Cauley Wealth Management Group
|Firm leaving||Wells Fargo Advisors|
|Firm joining||Benjamin F. Edwards & Co.|
|Date announced||May 07, 2013|
|Transition date||May 06, 2013|
Latest Moves to Benjamin F. Edwards & Co.
|Nancy J. Eshmont, Jeffrey N. Weiner, Brian H. Rubin||November 20, 2013|
|Matthew G. Bishop, Ralph A. Brozzo, Dana L. Gibbs||October 23, 2013|
|Mark P. Fellows||October 17, 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.
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Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.