Justin Kevin Porrett
|Firm joining||Stifel, Nicolaus & Company, Incorporated|
|Firm leaving||Merrill Lynch, Pierce, Fenner & Smith Incorporated|
|Adviser(s) location||Newport Beach, CA|
|Date||December 09, 2019|
Latest Moves to Stifel, Nicolaus & Company, Incorporated
|Michael Lieberman||December 09, 2019|
|Joseph Moceri, P. Joseph Moceri||December 09, 2019|
|Jim McLendon||December 09, 2019|
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Firms Losing Advisers
- • Securities America, Inc.
- • Merrill Lynch, Pierce, Fenner & Smith Incorporated
- • Morgan Stanley
- • Wells Fargo Clearing Services, LLC
Firms Gaining Advisers
- • LPL Financial LLC
- • Raymond James Financial Services, Inc.
- • Cambridge Investment Research, Inc.
- • Ameriprise Financial Services, Inc.