Lucy Christel Matthews, Patrick Joseph Downey
|Firm joining||Wells Fargo Clearing Services, LLC|
|Firm leaving||Morgan Stanley|
|Adviser(s) location||Portage, MI|
|Date||February 19, 2016|
Latest Moves to Wells Fargo Clearing Services, LLC
|Mario Christopher Fratto||February 19, 2016|
|Adam Lawrence Koch||February 19, 2016|
|Harold Douglas McCoy||February 19, 2016|
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Firms Losing Advisers
- â€¢ Merrill Lynch, Pierce, Fenner & Smith Incorporated
- â€¢ Wells Fargo Clearing Services, LLC
- â€¢ Morgan Stanley
- â€¢ Ameriprise Financial Services, Inc.
Firms Gaining Advisers
- â€¢ LPL Financial LLC
- â€¢ Raymond James Financial Services, Inc.
- â€¢ Edward Jones
- â€¢ Calton & Associates, Inc.