David Rodrigo, Jason Goldberg

Goldberg and Rodrigo Financial Group

Adviser/team AUM: $101,000,000

Gross annual production/TTM: $900,000

Move Details

Firm leaving Wells Fargo Advisors
Firm joining Raymond James
Adviser(s) location

Blue Ash, OH

Date announced February 18, 2014
Transition date November 15, 2013

Latest Moves to Raymond James

Adviser(s) Date announced
Daniel A. Roland, Jason B. Miyashita, Amber Leon Guerrero, Maree C. Pelkey, Tiffany C. WalshNovember 16, 2015
Nancy K. Leizman, Lisa KlimaNovember 05, 2015
Erin Cockman, Angie Hall, Melissa SpoonNovember 03, 2015

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.