James Bernard Lipari

Adviser/team AUM $100,000,000
Firm joining UBS Financial Services Inc.
Firm leaving Merrill Lynch, Pierce, Fenner & Smith Incorporated
Adviser(s) location Kansas City, MO
Date September 03, 2015

Latest Moves to UBS Financial Services Inc.

Adviser(s) Date
Hallie Page LeeSeptember 03, 2015
Scott Monroe EmersonSeptember 03, 2015
Michael Steven TarasSeptember 03, 2015

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