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 21, 2016, advisors Chris Cooke and Brian Cooke left Wells Fargo Advisors to join Noyes Wealth Management Advisors in Chicago Illinois. The team has $1.7 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.