Gary Wardein, Erin Bethge

Adviser/team AUM $206,000,000
Firm joining Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm leaving Raymond James & Associates, Inc.
Date September 23, 2019

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

Adviser(s) Date
Reeze Chinsum LohSeptember 23, 2019
Gary Wardein, Erin BethgeSeptember 23, 2019
Carrie A VanceSeptember 23, 2019

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