David Christopher O'Brien
| Firm joining | Concorde Investment Services, LLC |
|---|---|
| Firm leaving | Morgan Stanley |
| Adviser(s) location | Natick, MA |
| Date | August 20, 2019 |
Latest Moves to Concorde Investment Services, LLC
| Adviser(s) | Date |
|---|---|
| David Christopher O'Brien | August 20, 2019 |
| David Christopher O'Brien | August 20, 2019 |
| David Christopher O'Brien | August 20, 2019 |
Disclaimer: All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.
Firms Losing Advisers
- • FSC Securities Corporation
- • Merrill Lynch, Pierce, Fenner & Smith Incorporated
- • Wells Fargo Clearing Services, LLC
- • Morgan Stanley
Firms Gaining Advisers
- • LPL Financial LLC
- • Cambridge Investment Research, Inc.
- • Raymond James Financial Services, Inc.
- • Stifel, Nicolaus & Company, Incorporated
