Ben Gordon, Laura Blair, Collin Hart

Adviser/team AUM: $600,000,000

Move Details

Firm leaving Bank of America Merrill Lynch
Firm joining Dynasty Financial Partners
Adviser(s) location

Midland, TX

Date August 28, 2017

Latest Moves to Dynasty Financial Partners

Adviser(s) Date announced
Ben Gordon, Laura Blair, Collin HartAugust 28, 2017
Frank Collins, Kim Lee Kenawell-HoffeckerAugust 01, 2017
Joseph EschlemanJuly 26, 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.

Featured video

Events

Dynasty's Penney: Top RIA trends for 2018

What's next for RIAs? Dynasty's Shirl Penney talks about the growing numbers of entrepreneurial advisers. Plus, what inspired his own entrepreneurship.

Latest news & opinion

Raymond James executives call on industry to keep broker protocol

Also ask firms to pay for the administration of the protocol to 'ensure its longevity and relevance.'

Senate committee approves tax plan but full passage not assured

Several Republican senators expressed reservations about the bill, and the GOP cannot afford too many defections.

House passes tax bill, focus turns to Senate

Tax reform legislation expected to have more of a challenge in upper chamber.

SEC enforcement of advisers drops in Trump era

The agency pursued 82 cases against advisers and firms in fiscal year 2017, down from 98 the previous year.

PIABA accuses Finra of conflicts of interest

Public Investors Arbitration Bar Association report slams self-regulator over its picks for board of governors.