Richard Keith Potts
|Firm joining||Cambridge Investment Research, Inc.|
|Firm leaving||Ameriprise Financial Services, Inc.|
|Adviser(s) location||Westlake, OH|
|Date||April 29, 2016|
Latest Moves to Cambridge Investment Research, Inc.
|James Mathew Douglas||April 29, 2016|
|Loretta Jane Stratis||April 29, 2016|
|Dale Edwin Peterson||April 29, 2016|
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Firms Losing Advisers
- â€¢ Summit Brokerage Services, Inc.
- â€¢ Merrill Lynch, Pierce, Fenner & Smith Incorporated
- â€¢ Wells Fargo Clearing Services, LLC
- â€¢ Morgan Stanley
Firms Gaining Advisers
- â€¢ Cetera Advisor Networks LLC
- â€¢ LPL Financial LLC
- â€¢ Raymond James Financial Services, Inc.
- â€¢ Cambridge Investment Research, Inc.