Charles Laverty, Carol Pipitone

Adviser/team AUM $90,000,000
Firm joining Calton & Associates
Firm leaving Oppenheimer
Adviser(s) location Palm Desert, CA
Date March 17, 2014

Latest Moves to Calton & Associates

Adviser(s) Date
Lisa Allen, Mikiel FeatherstonMarch 17, 2014
Jim Kennedy, Aaron Kennedy, Angela Robinson, Bret RobinsonMarch 17, 2014
Bradley FoosMarch 17, 2014

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