Patrick Foy, Chris Willis
|Firm joining||LPL Financial LLC|
|Firm leaving||Raymond James Financial Services, Inc.|
|Adviser(s) location||Winnie , TX|
|Date||June 03, 2019|
Latest Moves to LPL Financial LLC
|Cary L. Hall Jr||June 03, 2019|
|Frangel Levi Martinez||June 03, 2019|
|David Alan Ivey||June 03, 2019|
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Firms Losing Advisers
- â€¢ Capital Financial Services, Inc.
- â€¢ Merrill Lynch, Pierce, Fenner & Smith Incorporated
- â€¢ Wells Fargo Clearing Services, LLC
- â€¢ Taylor Capital Management Inc.
Firms Gaining Advisers
- â€¢ LPL Financial LLC
- â€¢ Calton & Associates, Inc.
- â€¢ Raymond James Financial Services, Inc.
- â€¢ World Equity Group, Inc.