Bradley Sullivan, Edward Bunting
Sullivan Wealth Management Group
Adviser/team AUM: $110,000,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||Beverly Hills Wealth Management|
|Date||July 18, 2013|
Latest Moves to Beverly Hills Wealth Management
|Bradley Sullivan, Edward Bunting||July 18, 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.
Latest news & opinion
Find out which firm took the top slot for overall investor satisfaction for the second year in a row.
Here's what advisers should steer clear of saying the next time stocks turn downward.
George Thoreson tried to keep penny stock's price high to enable Nasdaq listing.
Critics complain that it conflicts with ERISA and SEC rules and has potential to spur other states to pass their own version of a fiduciary rule.
Advisers don't have to be experts to help special needs families get a jump on lifelong planning.