Swan Sihua Shen

Adviser/team AUM $100,000,000
Firm joining SagePoint Financial, Inc.
Firm leaving Capital Financial Services, Inc.
Adviser(s) location Burlington, MA
Date July 01, 2019

Latest Moves to SagePoint Financial, Inc.

Adviser(s) Date
Martin Jay MulliganJuly 01, 2019
Roger Alan ClarksonJuly 01, 2019
Virgilio Benedicto Cristobal Jr.July 01, 2019

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