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
Marta L. Shen, A.K. MashhoonFebruary 26, 2015
John Sedberry, Zachary Jones February 26, 2015
Samuel C. Gross, Joseph G. Brady, Tonya Ann RasmussenFebruary 20, 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.