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What's up with Jim Dario making the leap from Pershing to TD Ameritrade

The former Fidelity star -- and an almost star in 'Jaws' -- made an intra-Jersey City move but actually never left Boston

Author Lisa Shidler September 5, 2012 at 3:46 PM
2 Comments
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Jim Dario developed respect for TD Ameritrade over the years as a competitor.

RIA Custodians


Peter Giza

Peter Giza

September 5, 2012 — 4:25 PM

Congratulations to Jim and to TD. Bringing Jim aboard will really add to the head of steam TD has. Looking forward to hearing of more exciting news from a custodian with passion for innovative thinking and execution.

Pete

Mike Byrnes

Mike Byrnes

September 6, 2012 — 5:20 AM

Exciting changes for both TD Ameritrade and Pershing. It will be interesting to see where the new leadership takes each firm.

Mike Byrnes, President of Byrnes Consulting, LLC, www.byrnesconsulting.com


Related Moves

March 11, 2020 at 7:58 AM

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January 19, 2023 at 3:31 AM

Skip Schweiss exit from TD Ameritrade means the RIA custody business lost its most visible corporate-paid advocate -- for the moment

TD's now ex-managing director of advisor advocacy is set to become the FPA president, but most peers agree the 58-year-old is poised to 'write his ticket' with another custodian or national RIA

August 5, 2020 at 9:33 PM

Behind the scenes, Ben Harrison's rise to replace Mark Tibergien at Pershing was more shock and awe than a symphonic succession

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March 13, 2020 at 7:22 AM

See more related moves

Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Scottrade Advisor Services
Asset Custodian
Top Executive: Brian Stimpfl

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien



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