Carmen Cercone, Kyle Richardson, Thomas Lundgaard, Tyler Brilinski, James Bruce

Adviser/team AUM $700,000,000
Firm joining Kestra Financial
Firm leaving SII Investments
Adviser(s) location Scottsdale, AZ
Date November 15, 2016

Latest Moves to Kestra Financial

Adviser(s) Date
Frances Gardner, Andrew Gardner, Patrick WallaceNovember 15, 2016
Sharla Roundtree, Ronald BlairNovember 15, 2016
Eric G. Moore, Michael Blake, Allison HudsonNovember 15, 2016

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