Jim Galante, Michael Lambrix, Jeremy Laub

Adviser/team AUM: $250,000,000

Move Details

Firm leaving SII Investments
Firm joining Commonwealth Financial Network
Adviser(s) location

San Diego, CA

Date January 18, 2013

Latest Moves to Commonwealth Financial Network

Adviser(s) Date announced
Tony LaJeunesse, Michelle LaFuente, Erin WozniakMarch 15, 2018
Adam Spiegelman, Alan SpiegelmanFebruary 21, 2018
Jodi Manthei, Kenneth Koppitz, Nancy HayesJanuary 05, 2018

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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