Robert Batick who manages $224 million as an independent in Guilford, Connecticut, has changed affiliation from Westport Capital Management to Securities America Inc. Also making a switch to Securities America is Norman “Todd” Coates, who manages $152 million in Tyler, Texas, and was formerly affiliated with LPL Financial.
Batick affiliated through Patriot Financial Group and Coates through Navigation Financial Group, two of Securities America’s largest affiliated Super-OSJs, or offices of supervisory jurisdiction.
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