William Diener, Andrew Lenner

Adviser/team AUM $65,000,000
Firm joining Summit Brokerage Services
Firm leaving Morgan Stanley Wealth Management
Adviser(s) location Boca Raton, FL
Date January 12, 2015

Latest Moves to Summit Brokerage Services

Adviser(s) Date
Robert Battin, Roger Finucan, Todd HankinsJanuary 12, 2015
Roland F. Smith, Joan SmithJanuary 12, 2015
William Diener, Andrew LennerJanuary 12, 2015

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