Jack Petersen, James Cantelupe, Peter Lee, Tom Palecek, David Romhilt, John Scarborough

Adviser/team AUM $3,000,000
Firm joining Dynasty Financial Partners
Firm leaving Barclays
Adviser(s) location Albany, NY
Date July 24, 2015

Latest Moves to Dynasty Financial Partners

Adviser(s) Date
Jason Bratt, David Nanson, Ashley ColvinJuly 24, 2015
Ben Gordon, Laura Blair, Collin HartJuly 24, 2015
Frank Collins, Kim Lee Kenawell-HoffeckerJuly 24, 2015

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