Design Financial

So, my ex-​bf got his first job out of college here and worked his tail off. On to my experience: said ex-​bf set me up with my first investment acct. He really wasn’t that good at what he did, now that I know more about it… Ex-​bf bashing aside.
My gripe is that after he left Design and his boss, whom I’ve met in person, took over my account. Bossman is the owner of Design, btw. Anyway, a few years after the tranferral of my acct to Bossman, I call to find out about my acct, only to find out that it had been transferred to a «house acct» years ago but Bossman never bothered to tell me.
Yes, I should’ve kept WAY better track of my little nest egg. But that’s just bad, bad business to let any account, no matter how small, be magically (Bossman couldn’t explain when it had been taken from him) be transferred out of his management without letting his client (me) know. He COULD explain why– I’m in IL and he’s MI and he doesn’t have an IL license.
Design, you’re losing my business as soon as I get my new acct set up!