Melissa Ann Karpen
|Firm joining||Private Client Services, LLC|
|Firm leaving||KMS Financial Services, Inc.|
|Adviser(s) location||Bellevue, WA|
|Date||February 11, 2016|
Latest Moves to Private Client Services, LLC
|Jennifer Lynn Perry||February 11, 2016|
|Mark Jeffrey Green||February 11, 2016|
|Mark Scott Dutram||February 11, 2016|
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Firms Losing Advisers
- â€¢ Capital Financial Services, Inc.
- â€¢ Merrill Lynch, Pierce, Fenner & Smith Incorporated
- â€¢ Wells Fargo Clearing Services, LLC
- â€¢ Taylor Capital Management Inc.
Firms Gaining Advisers
- â€¢ LPL Financial LLC
- â€¢ Calton & Associates, Inc.
- â€¢ Raymond James Financial Services, Inc.
- â€¢ World Equity Group, Inc.