Joseph Martin Ervolina
|Firm joining||Geneos Wealth Management, Inc.|
|Firm leaving||Transamerica Financial Advisors, Inc|
|Adviser(s) location||Englewood, CO|
|Date||March 11, 2016|
Latest Moves to Geneos Wealth Management, Inc.
|Laura Alice Evans||March 11, 2016|
|Oliver Paul Gooden||March 11, 2016|
|Gavin Thomas Compton||March 11, 2016|
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Firms Losing Advisers
- • Merrill Lynch, Pierce, Fenner & Smith Incorporated
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- • Morgan Stanley
- • Wells Fargo Clearing Services, LLC
Firms Gaining Advisers
- • LPL Financial LLC
- • Raymond James Financial Services, Inc.
- • Cambridge Investment Research, Inc.
- • Ameriprise Financial Services, Inc.