Mark Richard Colgan
| Adviser/team AUM | $25,000,000 |
|---|---|
| Firm joining | Commonwealth Financial Network |
| Firm leaving | Ensemble Financial Services, Inc. |
| Adviser(s) location | Pittsford, NY |
| Date | April 25, 2011 |
Latest Moves to Commonwealth Financial Network
| Adviser(s) | Date |
|---|---|
| Mark Bossey, Ryan Marini, Josh Grieves, Geoff McCarthy | April 25, 2011 |
| Ann Marie Milinazzo, Christopher Milinazzo | April 25, 2011 |
| Annmarie Milinazzo | April 25, 2011 |
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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
