Jonathan Lifschutz, David Reed

Adviser/team AUM $75,000,000
Firm joining Securities America
Firm leaving Morgan Stanley Wealth Management
Adviser(s) location Great Neck, NY
Date April 17, 2014

Latest Moves to Securities America

Adviser(s) Date
John LanzettaApril 17, 2014
David O'Donnell, Michael TashjianApril 17, 2014
Scott Morrison, Matthew Nordmann, Michael NordmannApril 17, 2014
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