Jason Bratt, David Nanson, Ashley Colvin

Adviser/team AUM: $228,000,000

Move Details

Firm leaving UBS Financial Services
Firm joining Dynasty Financial Partners
Adviser(s) location

Portland, OR

Date December 05, 2017

Latest Moves to Dynasty Financial Partners

Adviser(s) Date announced
Jason Bratt, David Nanson, Ashley ColvinDecember 05, 2017
Ben Gordon, Laura Blair, Collin HartAugust 28, 2017
Frank Collins, Kim Lee Kenawell-HoffeckerAugust 01, 2017

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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