From the Desk of Jim Eccleston at Eccleston Law LLC:
On December 2, 2016, advisors Jake Falcon and Cory Bittner left UBS Financial Services to join Hightower in Mission Woods, Kansas. The team has $260 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On December 5, 2016, advisor Michael Fisher left Wells Fargo Advisors to join Ameriprise Financial in Melville, New York. Mr. Fisher has $193 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On December 6, 2016, advisors Mark J. Rhoades, George Livanos, and Kelly Ward left Morgan Stanley Wealth Management to join Raymond James in Chapel Hill, North Carolina. The team has $250 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 28, 2016, advisors John Uriostegui and Rod Nakamoto left J.P. Morgan Securities, LLC to join Bank of America Merrill Lynch in Los Angeles, California. The team has $350 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 28, 2016, advisors George D. Ewins, Richard J. Kowalski, and Theresa Swett left Bank of America Merrill Lynch to join Raymond James in Burlington, Vermont. The team has $440 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 4, 2016, advisor Albert Berger left J.P. Morgan Securities to join Wells Fargo Advisors in Bloomfield Hills, Michigan. Mr. Berger has $101 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 14, 2016, advisor Mario Vasquez left J.P. Morgan Securities to join Golden State Wealth Management in Mission Viejo, California. Mr. Vasquez has $50 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 14, 2016, advisor Jay Champlain left Ameriprise Financial to join Golden State Wealth Management in Los Angeles, California. Mr. Champlain has $120 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 10, 2016, advisor Joseph Jiovenetta left Valmark Securities to join Morgan Stanley Wealth Management in Boca Raton, Florida. Mr. Jiovenetta has $130 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 10, 2016, advisors Richard Frankel and Shawn Patt left Morgan Stanley Wealth Management to join RBC Wealth Management in Beverly Hills, California. The team has $507 million in assets under management.
