Brad Levin, David Tracy
Legacy Wealth Partners
Adviser/team AUM: $190,000,000
|Firm leaving||Commonwealth Financial Network|
|Firm joining||Triad Advisors|
Woodland Hills, CA
|Date||March 16, 2017|
Latest Moves to Triad Advisors
|Daniel J. Cotton, Myles Dudley, Michael Carlson, Joseph Siciliano, Brian Dudley, Dick Dudley, Alice M. McElhinney||May 31, 2018|
|Joseph P. Heider||April 26, 2018|
|Chris Kohne||March 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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