Erik O. Strid, Gerald D. Strid, Paul F. Strid, Nathan J. Hayward, Thomas J. Greco
Concentus Wealth Advisors
Adviser/team AUM: $300,000,000
|Firm leaving||Wells Fargo Advisors|
|Firm joining||Dynasty Financial Partners|
|Date||February 19, 2014|
Latest Moves to Dynasty Financial Partners
|Phil Fiore, Jeff Farrar, Lou Gloria, Tom Gahan, Chris Foster||June 19, 2017|
|Andrew Hart||April 17, 2017|
|Mark McAdams, Steve Schwarzbach||February 23, 2017|
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.
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