Brad Levin, David Tracy

Legacy Wealth Partners

Adviser/team AUM: $190,000,000

Move Details

Firm leaving Commonwealth Financial Network
Firm joining Triad Advisors
Adviser(s) location

Woodland Hills, CA

Date March 16, 2017

Latest Moves to Triad Advisors

Adviser(s) Date announced
Daniel J. Cotton, Myles Dudley, Michael Carlson, Joseph Siciliano, Brian Dudley, Dick Dudley, Alice M. McElhinneyMay 31, 2018
Joseph P. HeiderApril 26, 2018
Chris KohneMarch 29, 2018

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

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