Joseph Greenberg, Robert Nichols, Paul Wintermantel, David Jones, Eric Morgan, Ted McLellan, Jason Romero, Timothy Clemens, Mitchel Layton, Joshua Zahn, Joseph Hurab

Adviser/team AUM $638,000,000
Firm joining Raymond James
Firm leaving LPL Financial
Adviser(s) location Phoenix, AZ
Date February 21, 2019
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