Dana Havens, Ryan Patterson, Delvan Mitchell Jr.

Affinity Wealth Partners

Adviser/team AUM: $300,000,000

Move Details

Firm leaving Bank of America Merrill Lynch
Firm joining Raymond James
Adviser(s) location

Springfield, MO

Date January 03, 2018

Latest Moves to Raymond James

Adviser(s) Date announced
Elizabeth Hulley, Sean Reynolds, Benjamin NicholsonDecember 06, 2018
John CurcioDecember 05, 2018
Stephen BradleyDecember 04, 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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