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.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 15, 2016, advisors Carmen Cercone, Kyle Richardson, Thomas Lundgaard, Tyler Brilinski, and James Bruce left SII Investments to join Kestra Financial in Scottsdale, Arizona. The team has $700 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 18, 2016, advisor Ron Carson left LPL Financial to join Cetera in Omaha, Nebraska. Mr. Carson has $2.6 billion in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 21, 2016, advisors Craig Decker and Emma Sterling left RBC Wealth Management to join Raymond James in Baltimore, Maryland. The team has $1.3 billion in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 3, 2016, advisors Carl Gravina and Liana Poodiack left Wells Fargo Advisors to join Steward Partners Global Advisory in Keene, New Hampshire. The team has $450 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 7, 2016, advisor Michael Mahoney left Morgan Stanley Wealth Management to join Snowden Lane Partners in New York, New York. Mr. Mahoney has $64 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On November 8, 2016, advisors Joseph DiVestea, Mark Mezzone, Maureen Macomber and Michael Rodriguez left Bank of America Merrill Lynch to join Raymond James in Mr. Kisco, New York. The team has $300 million in assets under management.