Keith Bock, Mark Downey, Jason Peterson, Janet Emhof
BDP Wealth Management
Adviser/team AUM: $300,000,000
Gross annual production/TTM: $2,000,000
|Firm leaving||Wells Fargo Advisors|
|Firm joining||Raymond James|
|Date||August 03, 2017|
Latest Moves to Raymond James
|Wayne Green, Theresa Green||September 21, 2017|
|Leonard Alsfeld, Leo Barros, Chris McLaughlin, Jannie Markey||September 18, 2017|
|W. Bowen McRae, Roger Sullivan, Kyle Hawthorne||September 05, 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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