Shannon J. Case, Mark J. Slattery
CaseSlattery Wealth Partners
Adviser/team AUM: $130,000,000
|Firm leaving||SII Investments|
|Firm joining||Securities America|
|Date||June 03, 2013|
Latest Moves to Securities America
|Curtis Robertson||September 22, 2017|
|Russ Lane, Angie Ford, Andy Massieon, Rob Lane, Steve Adamson, Brian Luther, Grant Lane, Tom Bauer, John Rundle, and Todd Adrian||July 17, 2017|
|Michael Seese||June 07, 2017|
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.
Dave DeVoe answers pressing questions about the M&A space and whether or not he believes the roll ups will get rolled.
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