James Plantholt

Firm joining Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm leaving Citizens Securities, Inc.
Adviser(s) location Utica, NY
Date June 17, 2019

Latest Moves to Merrill Lynch, Pierce, Fenner & Smith Incorporated

Adviser(s) Date
Reeze Chinsum LohJune 17, 2019
Gary Wardein, Erin BethgeJune 17, 2019
Carrie A VanceJune 17, 2019

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