|Firm joining||Investacorp, Inc.|
|Firm leaving||IFS Advisory, LLC|
|Adviser(s) location||Bradenton, FL|
|Date||September 20, 2019|
Latest Moves to Investacorp, Inc.
|Clive Leacroft McKay||September 20, 2019|
|Adam Smith||September 20, 2019|
|Daniel Norman Dowd||September 20, 2019|
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Firms Losing Advisers
- â€¢ FSC Securities Corporation
- â€¢ Merrill Lynch, Pierce, Fenner & Smith Incorporated
- â€¢ Wells Fargo Clearing Services, LLC
- â€¢ Morgan Stanley
Firms Gaining Advisers
- â€¢ LPL Financial LLC
- â€¢ Cambridge Investment Research, Inc.
- â€¢ Raymond James Financial Services, Inc.
- â€¢ Stifel, Nicolaus & Company, Incorporated