Kevin L. Baker, Dan Sullivan

Move Details

Firm leaving Bernstein Global Wealth Management
Firm joining J.P. Morgan Securities LLC
Adviser(s) location

Seattle, WA

Date announced February 27, 2014
Transition date January 13, 2014

Latest Moves to J.P. Morgan Securities LLC

Adviser(s) Date announced
David StarkerSeptember 11, 2014
Matthew Kutcher, Bryan DeFrancesSeptember 11, 2014
Roy Apple, Anthony Rizzo, Jeremy Schneider, Kevin Gai September 11, 2014

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.