Bradley Sullivan, Edward Bunting
Sullivan Wealth Management Group
Adviser/team AUM: $110,000,000
Move Details
| Firm leaving | Morgan Stanley Wealth Management |
| Firm joining | Beverly Hills Wealth Management |
| Adviser(s) location | Roseville, CA |
| Date | July 18, 2013 |
Latest Moves to Beverly Hills Wealth Management
| Adviser(s) | Date announced |
|---|---|
| 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.
Featured video
Dave O'Brien: Choosing the right tech for a growing practice
When your practice reaches a certain inflection point, technology becomes even more critical. What do you need to take you and your practice to the next level?
Latest news & opinion
The unique nature of working with celebrity clients
Athletes and entertainers are just like everyone else — aside from complex tax issues, a lack of financial savvy and a need for prenups
UBS continues to cut loans to recruits, while increasing compensation to brokers
The wirehouse reduced recruitment loans 20% and increased bonus loans 68% in the first quarter.
Things are looking up: IBDs soared in 2017
With revenue up, interest rates rising and regulation easing, IBDs are soaring.
