Adrian Dunuwila, who manages $186 million in Fayetteville, New York, has switched broker-dealer affiliations from Lincoln Investments to Voya Financial Advisors.
He has joined his son Brendan at Dunuwila Wealth Management, which has been affiliated with Voya.
Adrian Dunuwila has 37 years of experience and had been affiliated with Lincoln since 2004, according to his BrokerCheck report.
Faulty Forms 1099 and account statements reportedly left some Vanguard brokerage customers overpaying or underpaying taxes for over a decade.
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Derek Flowers, a nearly 30-year veteran, is set to retire in mid-January, handing the reins to the executive who helped lead the bank's regulatory turnaround.
The campaign spans broadcast TV and streaming, as the brokerage faces slowing client net flows and an $8.1 billion advisor team that left to launch an RIA this month.
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