Brian McCarver, Jonathan Freeman, Jim Kampstra
Stonebridge Financial Group
Adviser/team AUM: $850,000,000
|Firm leaving||Wells Fargo Advisors|
|Firm joining||Triad Advisors|
|Date||November 01, 2018|
Latest Moves to Triad Advisors
|Brian McCarver, Jonathan Freeman, Jim Kampstra||November 01, 2018|
|Daniel J. Cotton, Myles Dudley, Michael Carlson, Joseph Siciliano, Brian Dudley, Dick Dudley, Alice M. McElhinney||May 31, 2018|
|Joseph P. Heider||April 26, 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.
Senior columnist Bruce Kelly discusses with deputy editor Bob Hordt the impact of big brokerage houses pulling back on recruiting and regionals promising recruits less bureaucracy.
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