David Roger Primozich

Adviser/team AUM $270,000,000
Firm joining Purshe Kaplan Sterling Investments
Firm leaving Stone Arch Wealth Advisors, LLC
Adviser(s) location Wethersfield, CT
Date September 23, 2016

Latest Moves to Purshe Kaplan Sterling Investments

Adviser(s) Date
Stephen Charles RaoSeptember 23, 2016
Erik M. PottsSeptember 23, 2016
Gregory M. TurcotteSeptember 23, 2016

Disclaimer: All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.