Sponsored By

Advisers on the Move

« Back to Listings

John Napolitano, George Clarke, Thomas Morrone, Michael Alexander, Max Kolbrenner, Gary Oman, Timothy McCarthy, Michael Velazquez

Size 8
AUM $200,000,000
City Braintree
State MA
Firm Leaving Lincoln Financial Securities Corp.
Firm Joining LPL Financial

Reported by Reuters on Jan. 25., 2012. Firm known as U.S. Wealth Management LLC.


January 25, 2012

Read full report

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

Newsletter Sign-up

IN Special Reports

Targeted. Topical. Timely. In-depth reports on the top industry and investment issues facing advisers.

More Newsletters »

Follow InvestmentNews

The pulse of the financial advisory industry.

Registration Benefits Include:

  • Daily news stories, opinions and commentary
  • Complete access to B-D and RIA rankings, industry data, company profiles, and IN's exclusive recruiting database
  • Free access to IN's enhanced, institutional quality Market Data section
  • Daily, breaking news and topical alerts