Daniel James Monzi
|Firm joining||Ameriprise Financial Services, Inc.|
|Firm leaving||Purshe Kaplan Sterling Investments|
|Adviser(s) location||Belmar, NJ|
|Date||May 18, 2017|
Latest Moves to Ameriprise Financial Services, Inc.
|Doug Sehres||May 18, 2017|
|Matthew Todd Flynn||May 18, 2017|
|Sherrie Lynn Ingham||May 18, 2017|
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Firms Losing Advisers
- â€¢ Capital Financial Services, Inc.
- â€¢ Merrill Lynch, Pierce, Fenner & Smith Incorporated
- â€¢ Wells Fargo Clearing Services, LLC
- â€¢ Taylor Capital Management Inc.
Firms Gaining Advisers
- â€¢ LPL Financial LLC
- â€¢ Calton & Associates, Inc.
- â€¢ Raymond James Financial Services, Inc.
- â€¢ World Equity Group, Inc.