Tyler Jeff Peterson
|Firm joining||Independent Financial Group, LLC|
|Firm leaving||A & I Financial Services, LLC|
|Adviser(s) location||San Diego, CA|
|Date||May 10, 2013|
Latest Moves to Independent Financial Group, LLC
|Marilyn Freed Allen||May 10, 2013|
|George Dobbs||May 10, 2013|
|James Paul Wertz Jr.||May 10, 2013|
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Firms Losing Advisers
- â€¢ Capital Financial Services, Inc.
- â€¢ Merrill Lynch, Pierce, Fenner & Smith Incorporated
- â€¢ Wells Fargo Clearing Services, LLC
- â€¢ Taylor Capital Management Inc.
Firms Gaining Advisers
- â€¢ LPL Financial LLC
- â€¢ Calton & Associates, Inc.
- â€¢ Raymond James Financial Services, Inc.
- â€¢ World Equity Group, Inc.