Shannon J. Case, Mark J. Slattery
CaseSlattery Wealth Partners
Adviser/team AUM: $130,000,000
|Firm leaving||SII Investments|
|Firm joining||Securities America|
|Date announced||June 21, 2013|
|Transition date||June 03, 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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February 11, 2014
Ugo W. Egbunike Dir. Of Business Development, ETF.com Greg Crawford Deputy Editor, InvestmentNews