Erik O. Strid, Gerald D. Strid, Paul F. Strid, Nathan J. Hayward, Thomas J. Greco

Concentus Wealth Advisors

Adviser/team AUM: $300,000,000

Move Details

Firm leaving Wells Fargo Advisors
Firm joining Dynasty Financial Partners
Adviser(s) location

Philadelphia, PA

Date announced February 21, 2014
Transition date February 19, 2014

Latest Moves to Dynasty Financial Partners

Adviser(s) Date announced
Charles R. Eberly, Jr., Lawrence J. DeFluri, Michael C. McConahy, Patricia JakewayAugust 31, 2015
Scott Upham, Odette Galli, John Duffy May 14, 2015
L. Vincent Elliott, Carey Cooney, Shannon McCueJanuary 05, 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.