Howard Ashlock, Ashlee Ashlock
|Firm joining||Merrill Lynch, Pierce, Fenner & Smith Incorporated|
|Firm leaving||Stifel, Nicolaus & Company, Incorporated|
|Adviser(s) location||Newport Beach, CA|
|Date||June 25, 2018|
Latest Moves to Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Alejandro Jimenez||June 25, 2018|
|Yvonne Maria Kennedy||June 25, 2018|
|Tariq D. Jackson Sr.||June 25, 2018|
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Firms Losing Advisers
- â€¢ Nationwide Securities, LLC
- â€¢ Securities America, Inc.
- â€¢ Securities America Advisors, Inc.
- â€¢ Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firms Gaining Advisers
- â€¢ LPL Financial LLC
- â€¢ Cambridge Investment Research, Inc.
- â€¢ Ameriprise Financial Services, Inc.
- â€¢ Raymond James Financial Services, Inc.