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Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Eric A. ZakarinWells Fargo AdvisorsMorgan Stanley Wealth Management$26109-03-2013
Courtenay Hathcock, Frederick Rossetter, William BlackWells Fargo AdvisorsUBS Financial Services$41809-03-2013
William S. Schroth, Joseph Taylor, Kip Dominy, Ken Hyatt, Bruce KellyRaymond JamesWells Fargo Advisors$25009-03-2013
David J. KarpBenjamin F. Edwards & Co.Wells Fargo Advisors$009-03-2013
Stephen C. KnudsonStifel Nicolaus & Co.Morgan Stanley Wealth Management$11209-03-2013
Gregory C. O'DonnellSecurities AmericaFinancial Telesis$13708-28-2013
John P. Toman, Johanna A. TomanWells Fargo AdvisorsMorgan Stanley Wealth Management$23508-26-2013
Mark Groesbeck, Robert BarrettSCF SecuritiesWFG Investments$5108-21-2013
John F. RasweilerUBS Financial ServicesMorgan Stanley Wealth Management$4,80008-21-2013
Joshua WeilandStifel Nicolaus & Co.Robert W. Baird & Co.$13808-21-2013
Fred HamsayehAegis CapitalRetirement Benefits Group$008-21-2013
Mark R. Kaskey, W. Jason BeardStifel Nicolaus & Co.Janney Montgomery Scott$17808-19-2013
Charlotte Shaw, Gary ShawLPL FinancialLincoln Financial$36008-15-2013
Martin DomresMorgan Stanley Wealth ManagementDeutsche Bank$35008-14-2013
John N. HuynhRobert W. Baird & Co.Morgan Stanley Wealth Management$6008-12-2013
Daniel J. PhillipsRobert W. Baird & Co.UBS Financial Services$10508-12-2013
Richard W. Andersen, Eric R. AndersenRobert W. Baird & Co.UBS Financial Services$16508-12-2013
Anthony Hobson, Jason Zajac, Dirk BrownInvestors CapitalNext Financial; U.S. Bancorp Investments; Fifth Third Securities$6008-12-2013
Bruce Lanser, Bernadette LanserUBS Financial ServicesMorgan Stanley Wealth Management$60008-07-2013
Vincent CrognaleJanney Montgomery ScottMorgan Stanley Wealth Management$7908-04-2013
Elaina S. SpiloveUBS Financial ServicesMorgan Stanley Wealth Management$2,50008-02-2013
Scott Christian, Cecil Loyd, Mike MastersWells Fargo AdvisorsBank of America Merrill Lynch$34507-31-2013
Larry Hensle, George Fleeson, Mike Harper, Steven Skonberg, Scott McLaughlinWells Fargo AdvisorsMorgan Stanley Wealth Management$52907-31-2013
J.D. JoyceWells Fargo AdvisorsUBS Financial Services$30607-31-2013
Christian E. Burke, Jr., Jeff AltomariWells Fargo AdvisorsMorgan Stanley Wealth Management$16507-31-2013
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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.