Mark Groesbeck, Robert Barrett
Adviser/team AUM: $51,000,000
|Firm leaving||WFG Investments|
|Firm joining||SCF Securities|
|Date announced||August 21, 2013|
|Transition date||August 21, 2013|
Latest Moves to SCF Securities
|Gordon Yee, Darren Schneck, Ferdinand Dosono||November 05, 2013|
|Mark Groesbeck, Robert Barrett||August 21, 2013|
|Brett Langer, Keith Bandettini, Beverly Cox, Will Gingell||May 17, 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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Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.