Shannon J. Case, Mark J. Slattery

CaseSlattery Wealth Partners

Adviser/team AUM: $130,000,000

Move Details

Firm leaving SII Investments
Firm joining Securities America
Adviser(s) location

Omaha, NE

Date announced June 21, 2013
Transition date June 03, 2013

Latest Moves to Securities America

Adviser(s) Date announced
Cody Siebert, Ronald Briggs, Shawn Loring, James KlodoskyMarch 20, 2015
Anthony ValenciaOctober 14, 2014
Thomas H. CarlsonAugust 14, 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.