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

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