From the Desk of Jim Eccleston at Eccleston Law LLC:
On October 13, 2016, advisor Leo Gotleib left LPL Financial to join Kestra Financial in Mt. Laurel, New Jersey. Mr. Gotleib has $250 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On October 18, 2016, advisors William Thrush and Megan Rump left Bank of America Merrill Lynch to join Hightower Advisors in Westport, Connecticut. The team has $250 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On October 10, 2016, advisor Jake Dawson left Bank of America Merrill Lynch to join Waddell and Associates in Lynchburg, Virginia. Mr. Dawson has $143 million in assets under management and 1.3 million in gross annual production.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On October 7, 2016, advisor Sandy Leff left Janney Montgomery Scott to join Carter Terry & Company in Atlanta, Georgia. Advisor Leff has $100 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On October 12, 2016, advisor Steve Myatt left Wells Fargo Advisors to join Stifel Nicolaus & Company in Waco, Texas. Mr. Myatt has $289 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On October 4, 2016, advisors Brett Shane Bernstein and Robert Kantor left LPL Financial to join XML Financial Group in Rockville, Maryland. The team has $600 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On October 7, 2016, advisors Jason Weese, Mark Harris, Todd Kelly, Matt Bridge, Kristen Buxton, Alan Lubner, Jim Ferguson and Traci Bumpus left Morgan Stanley Wealth Management to join Bank of America Merrill Lynch in Bellevue, Washington. The team has $2.34 billion in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On October 10, 2016, advisors Ken Griffen, Paul Vaida, Royden Grimm, Barry Saluk and Jared Bloxsom left Bank of America Merrill Lynch to join Janney Montgomery Scott in Mystic, Connecticut. The team has $800 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
Advisors Rajeev Dhillon and Joseph Lesko left J.P. Morgan Securities to Join Wells Fargo Advisors in Fort Lauderdale, Florida. The team has $253 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On September 26, 2016, advisor Brad Weinman left Morgan Stanley to join Bank of America in West Palm Beach, Florida. Mr. Weinman has $240 million in assets under management.