David J. La Placa, Jay Casey, Kelly Morton, Tina Chan

Adviser/team AUM $3,000,000
Firm joining Dynasty Financial Partners
Firm leaving Deutsche Bank
Adviser(s) location San Francisco, CA
Date June 29, 2015

Latest Moves to Dynasty Financial Partners

Adviser(s) Date
Jason Bratt, David Nanson, Ashley ColvinJune 29, 2015
Ben Gordon, Laura Blair, Collin HartJune 29, 2015
Frank Collins, Kim Lee Kenawell-HoffeckerJune 29, 2015

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