Robert A. Leggett, James B. Tharin, Clint W. Sorenson

Emerald Asset Management

Adviser/team AUM: $200,000,000

Gross annual production/TTM: $1,900,000

Move Details

Firm leaving Wells Fargo Advisors; UBS Financial Services
Firm joining Raymond James
Adviser(s) location

Cary, NC

Date announced May 14, 2014
Transition date May 14, 2014

Latest Moves to Raymond James

Adviser(s) Date announced
Robert 'Bob' Pehl, Lynne PehlNovember 19, 2014
Trenton K. Morton, Scott L. HitchcockNovember 19, 2014
Eric de Goldsmith-Rothschild September 30, 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.