Calvin R. Kong
| Adviser/team AUM | $141,000,000 |
|---|---|
| Firm joining | Ameriprise Financial |
| Firm leaving | Morgan Stanley Wealth Management |
| Adviser(s) location | New York, NY |
| Date | October 26, 2018 |
Latest Moves to Ameriprise Financial
| Adviser(s) | Date |
|---|---|
| Jamie Grupe | October 26, 2018 |
| Joseph Padula | October 26, 2018 |
| Jeffrey Draughon, Joseph Bollinger Jr., Michael Upton, Samuel Marino Jr., Brian Flynn, Stanley Bollinger, Crissy Shirley, John Lenahan and Lori Decker | October 26, 2018 |
Firms Losing Advisers
- • Wells Fargo Clearing Services, LLC
- • Merrill Lynch, Pierce, Fenner & Smith Incorporated
- • Morgan Stanley
- • LPL Financial LLC
Firms Gaining Advisers
- • LPL Financial LLC
- • Raymond James Financial Services, Inc.
- • Raymond James & Associates, Inc.
- • Wells Fargo Clearing Services, LLC
