J. Larry Mills, Christopher G. Venuti, Bryan Mountain, Marc Roggenkamp
Adviser/team AUM: $5,500,000,000
|Firm leaving||UBS Financial Services|
|Firm joining||Morgan Stanley Wealth Management|
Westlake Village, CA
|Date announced||January 20, 2014|
|Transition date||January 03, 2014|
Latest Moves to Morgan Stanley Wealth Management
|James Wong, Matthew Barker, Justin Harris, Desiderio Rodriquez||March 03, 2014|
|Daniel Tedesco, Dennis Madden||March 03, 2014|
|Michael Cott, Donald Nejedly||January 22, 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.
Explore your opportunities and be informed for your next move.
Mary Beth Franklin, InvestmentNews