Dana Seth Preis
|Firm joining||LPL Financial LLC|
|Firm leaving||Northeast Planning Associates, Inc.|
|Adviser(s) location||Easton, CT|
|Date||July 23, 2009|
Latest Moves to LPL Financial LLC
|Patrick Cloutier, Matthew Gournay||July 23, 2009|
|Joseph Azevedo||July 23, 2009|
|Steven Ahrendsen||July 23, 2009|
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Firms Losing Advisers
- • Merrill Lynch, Pierce, Fenner & Smith Incorporated
- • Securities America, Inc.
- • Morgan Stanley
- • Wells Fargo Clearing Services, LLC
Firms Gaining Advisers
- • LPL Financial LLC
- • Raymond James Financial Services, Inc.
- • Cambridge Investment Research, Inc.
- • Ameriprise Financial Services, Inc.