James Allen
| Adviser/team AUM | $100,000,000 |
|---|---|
| Firm joining | David A. Noyes & Company |
| Firm leaving | Citigroup Global Markets Inc. |
| Adviser(s) location | Chicago, IL |
| Date | May 26, 2017 |
Latest Moves to David A. Noyes & Company
| Adviser(s) | Date |
|---|---|
| Adrianne S. Yamaki | May 26, 2017 |
| Matthew Charles Meline Sr. | May 26, 2017 |
| Courtney Lee Jones | May 26, 2017 |
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Firms Losing Advisers
- • FSC Securities Corporation
- • Merrill Lynch, Pierce, Fenner & Smith Incorporated
- • Wells Fargo Clearing Services, LLC
- • Morgan Stanley
Firms Gaining Advisers
- • LPL Financial LLC
- • Cambridge Investment Research, Inc.
- • Raymond James Financial Services, Inc.
- • Stifel, Nicolaus & Company, Incorporated
