Herbert Allen, III

Adviser/team AUM $100,000,000
Firm joining Summit Brokerage Services
Firm leaving J.W. Cole Financial
Date January 23, 2012

Latest Moves to Summit Brokerage Services

Adviser(s) Date
Robert Battin, Roger Finucan, Todd HankinsJanuary 23, 2012
Roland F. Smith, Joan SmithJanuary 23, 2012
William Diener, Andrew LennerJanuary 23, 2012

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