Giovanni Duran, Joseph Cataldo, Nick Penna

Adviser/team AUM $520,000,000
Firm joining Raymond James Financial Services, Inc.
Firm leaving Morgan Stanley
Adviser(s) location Basking Ridge, NJ
Date April 11, 2019

Latest Moves to Raymond James Financial Services, Inc.

Adviser(s) Date
David A. McBee, Michael M. Mikeska, Michael Peschel, Brittany Smith April 11, 2019
Francis James DunnApril 11, 2019
Mary Leanne ScullApril 11, 2019
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