David B. Root, Charles Stout, David Hoffmann, Steve Kohler, Michael Aroesty, Lynne Hoffay

Adviser/team AUM $650,000,000
Firm joining Dynasty Financial Partners
Firm leaving Commonwealth Financial Network
Adviser(s) location Pittsburgh, PA
Date October 01, 2015

Latest Moves to Dynasty Financial Partners

Adviser(s) Date
Jason Bratt, David Nanson, Ashley ColvinOctober 01, 2015
Ben Gordon, Laura Blair, Collin HartOctober 01, 2015
Frank Collins, Kim Lee Kenawell-HoffeckerOctober 01, 2015

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