Gregory L. Bernhardt

Adviser/team AUM: $150,000,000

Move Details

Firm leaving Sammons Securities
Firm joining NPB Financial Group
Adviser(s) location

Walnut Creek, CA

Date announced July 11, 2013
Transition date July 11, 2013

Latest Moves to NPB Financial Group

Adviser(s) Date announced
K. Randall AlstonJuly 22, 2014
Yi Ping ChouJanuary 31, 2014
Joseph G. YurgecSeptember 05, 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.