Brian David Williams
| Adviser/team AUM | $25,000,000 |
|---|---|
| Firm joining | LPL Financial LLC |
| Firm leaving | Mutual Service Corporation |
| Adviser(s) location | Denver, CO |
| Date | September 08, 2009 |
Latest Moves to LPL Financial LLC
| Adviser(s) | Date |
|---|---|
| Jonathan Michael Larocca | September 08, 2009 |
| James Clifford Danner | September 08, 2009 |
| May-Inn H. Tan | September 08, 2009 |
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Firms Losing Advisers
- • FSC Securities Corporation
- • Merrill Lynch, Pierce, Fenner & Smith Incorporated
- • Wells Fargo Clearing Services, LLC
- • Morgan Stanley
Firms Gaining Advisers
- • LPL Financial LLC
- • Cambridge Investment Research, Inc.
- • Raymond James Financial Services, Inc.
- • Stifel, Nicolaus & Company, Incorporated
