David Rodrigo, Jason Goldberg
Goldberg and Rodrigo Financial Group
Adviser/team AUM: $101,000,000
Gross annual production/TTM: $900,000
|Firm leaving||Wells Fargo Advisors|
|Firm joining||Raymond James|
Blue Ash, OH
|Date announced||February 18, 2014|
|Transition date||November 15, 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.
Connect with Us
Like our fan page to receive the latest news and opinion from InvestmentNews.
Subscribe to this RSS feed to receive the latest news and opinion from InvestmentNews.