J. Larry Mills, Christopher G. Venuti, Bryan Mountain, Marc Roggenkamp

Adviser/team AUM $5,500,000,000
Firm joining UBS Financial Services Inc. Inc.
Firm leaving Morgan Stanley
Adviser(s) location Westlake Village, CA
Date January 03, 2014

Latest Moves to UBS Financial Services Inc. Inc.

Adviser(s) Date
David Kritzer, Christopher CastellawJanuary 03, 2014
John Schindler, Jeffrey Davies, Scott Bennett, Chuck Phillipson, Christian Allen, Austin FarahJanuary 03, 2014
Tom Lieser, Leigh Anne Gage, Tom AwadallaJanuary 03, 2014

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