James Louis Cattaneo

Adviser/team AUM $50,000,000
Firm joining Triad Advisors LLC
Firm leaving LPL Financial LLC
Adviser(s) location Leawood, KS
Date March 16, 2017

Latest Moves to Triad Advisors LLC

Adviser(s) Date
Jesse Duwane YoungMarch 16, 2017
Jacob William KeithMarch 16, 2017
Henry GallardoMarch 16, 2017

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