Joe Vartanian, Sherwood Greer

Adviser/team AUM $325,000,000
Firm joining Kestra Financial
Firm leaving Invest Financial
Adviser(s) location Greensboro, TX
Date February 15, 2015

Latest Moves to Kestra Financial

Adviser(s) Date
Frances Gardner, Andrew Gardner, Patrick WallaceFebruary 15, 2015
Sharla Roundtree, Ronald BlairFebruary 15, 2015
Eric G. Moore, Michael Blake, Allison HudsonFebruary 15, 2015

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