David Lee Bolick
|Firm joining||Independent Advisor Alliance, LLC|
|Firm leaving||Cetera Advisor Networks LLC|
|Adviser(s) location||Salisbury, NC|
|Date||May 18, 2016|
Latest Moves to Independent Advisor Alliance, LLC
|David Allen Kroeninger||May 18, 2016|
|Gregory Edward Alft||May 18, 2016|
|Dana Gale Elston II||May 18, 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.