James Louis Cattaneo
|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
|Jesse Duwane Young||March 16, 2017|
|Jacob William Keith||March 16, 2017|
|Henry Gallardo||March 16, 2017|
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Firms Losing Advisers
- â€¢ FSC Securities Corporation
- â€¢ Merrill Lynch, Pierce, Fenner & Smith Incorporated
- â€¢ Wells Fargo Clearing Services, LLC
- â€¢ Morgan Stanley
Firms Gaining Advisers
- â€¢ LPL Financial LLC
- â€¢ Cambridge Investment Research, Inc.
- â€¢ Raymond James Financial Services, Inc.
- â€¢ Stifel, Nicolaus & Company, Incorporated