Miguel Sosa

Adviser/team AUM $400,000,000
Firm joining Dynasty Financial Partners
Firm leaving Bank of America Merrill Lynch
Adviser(s) location Coral Beach, FL
Date January 15, 2016

Latest Moves to Dynasty Financial Partners

Adviser(s) Date
Jason Bratt, David Nanson, Ashley ColvinJanuary 15, 2016
Ben Gordon, Laura Blair, Collin HartJanuary 15, 2016
Frank Collins, Kim Lee Kenawell-HoffeckerJanuary 15, 2016

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