Patrick George Colligan
| Adviser/team AUM | $150,000,000 |
|---|---|
| Firm joining | Ameriprise Financial Services, Inc. |
| Firm leaving | Oppenheimer & Co. Inc. |
| Adviser(s) location | Southport, CT |
| Date | February 01, 2019 |
Latest Moves to Ameriprise Financial Services, Inc.
| Adviser(s) | Date |
|---|---|
| Lisa Beth Sherman | February 01, 2019 |
| Bill Eldridge, Don Delmonte | February 01, 2019 |
| Kevin Michael Linn | February 01, 2019 |
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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
