Wendi Lohmar, Cathy Chase

Adviser/team AUM $510,000,000
Firm joining First Republic Securities
Firm leaving Credit Suisse Wealth Services
Adviser(s) location Los Angeles, CA
Date July 31, 2015

Latest Moves to First Republic Securities

Adviser(s) Date
George Fuchs, David SchulmanJuly 31, 2015
Dan DwyerJuly 31, 2015
Gary Pace, Joshua PaceJuly 31, 2015
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