Bart Reese, Zachary Williams, George Reese, Theresa Black, Kendall Elkins

Adviser/team AUM $571,000,000
Firm joining Stifel, Nicolaus & Company, Incorporated
Firm leaving Merrill Lynch, Pierce, Fenner & Smith Incorporated
Adviser(s) location Sugarland, TX
Date May 30, 2019

Latest Moves to Stifel, Nicolaus & Company, Incorporated

Adviser(s) Date
Stephen SosangelisMay 30, 2019
Steve Clark, Rick StubbsMay 30, 2019
Dave BryMay 30, 2019
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