Timothy Edward Flatley
|Firm joining||Purshe Kaplan Sterling Investments|
|Firm leaving||Cambridge Investment Research, Inc.|
|Adviser(s) location||Berwyn, PA|
|Date||April 01, 2011|
Latest Moves to Purshe Kaplan Sterling Investments
|Eric D Mechler||April 01, 2011|
|Michelle Anne Clary||April 01, 2011|
|David Decker||April 01, 2011|
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
- • Securities America, Inc.
- • Merrill Lynch, Pierce, Fenner & Smith Incorporated
- • 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.