Bryan J. Wollheim
|Firm joining||Merrill Lynch, Pierce, Fenner & Smith Incorporated|
|Firm leaving||Morgan Stanley|
|Adviser(s) location||Scottsdale, AZ|
|Date||November 25, 2009|
Latest Moves to Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Amanda T. Rhodes||November 25, 2009|
|Robert Scott Banish||November 25, 2009|
|Kevin Bradly Busch||November 25, 2009|
Disclaimer: All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.
Firms Losing Advisers
- â€¢ Summit Brokerage Services, Inc.
- â€¢ Merrill Lynch, Pierce, Fenner & Smith Incorporated
- â€¢ Wells Fargo Clearing Services, LLC
- â€¢ Morgan Stanley
Firms Gaining Advisers
- â€¢ Cetera Advisor Networks LLC
- â€¢ LPL Financial LLC
- â€¢ Raymond James Financial Services, Inc.
- â€¢ Cambridge Investment Research, Inc.