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
X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.