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TD Bank Sues 2 Advisors, Claims They Stole Clients After Move To RJF #20726

Open swidup opened 1 month ago

swidup commented 1 month ago

https://www.fa-mag.com/news/td-bank-sues-2-raymond-james-advisors-78144.html

"The suit, filed by TD Bank and its TD Private Client Wealth subsidiary in U.S. District Court in Connecticut, accuses advisors Brett Bartkiewicz and Gregg Desmarais; Raymond James Financial Services; and the Raymond James-affiliated firm they joined, Crescent Point Private Wealth of Glastonbury, Conn., with breaking nonsolicitation agreements and enticing away clients with more than $22 million in managed assets."