Daniela Pedley, Lauren Cosulich

Adviser/team AUM $500,000,000
Firm joining Dynasty Financial Partners
Firm leaving Barclays
Adviser(s) location San Francisco, CA
Date August 18, 2015

Latest Moves to Dynasty Financial Partners

Adviser(s) Date
Jason Bratt, David Nanson, Ashley ColvinAugust 18, 2015
Ben Gordon, Laura Blair, Collin HartAugust 18, 2015
Frank Collins, Kim Lee Kenawell-HoffeckerAugust 18, 2015

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