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

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.