Dale Kline Black
|Firm joining||Purshe Kaplan Sterling Investments|
|Firm leaving||The Strategic Financial Alliance, Inc.|
|Adviser(s) location||Albany, NY|
|Date||January 02, 2014|
Latest Moves to Purshe Kaplan Sterling Investments
|Benjamin Akiro Laws||January 02, 2014|
|Clinton Wayne Cooper||January 02, 2014|
|Eric Andrew Diton||January 02, 2014|
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.