J. Larry Mills, Christopher G. Venuti, Bryan Mountain, Marc Roggenkamp

Adviser/team AUM: $5,500,000,000

Move Details

Firm leaving UBS Financial Services
Firm joining Morgan Stanley Wealth Management
Adviser(s) location

Westlake Village, CA

Date announced January 20, 2014
Transition date January 03, 2014

Latest Moves to Morgan Stanley Wealth Management

Adviser(s) Date announced
Dante NeyraJuly 10, 2014
Brian PurcellJuly 10, 2014
Richard Duffy, Russell KwokJuly 10, 2014

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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