Casey Craig , David Vang, PJ Horan, Michael Glassman, Allen Haney, Mariah Lightfoot

Adviser/team AUM $245,000,000
Firm joining LPL Financial
Firm leaving MML Investors Services, LLC
Adviser(s) location Rockville, MD
Date July 15, 2019

Latest Moves to LPL Financial

Adviser(s) Date
Casey Craig , David Vang, PJ Horan, Michael Glassman, Allen Haney, Mariah LightfootJuly 15, 2019
Ron JaegerJuly 15, 2019
James Gallagher, Mark FilibertoJuly 15, 2019

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