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
Mark J. RubinRaymond JamesMorgan Stanley Wealth Management$27005-31-2016
Sam Moshe, Paul Saldana, Gilda Gallardo, Jessica LlorensMorgan Stanley Wealth ManagementBank of America Merrill Lynch$29005-31-2016
Craig Yates, John DillonMorgan Stanley Wealth ManagementUBS Financial Services$21905-31-2016
Geoffrey PaulMorgan Stanley Wealth ManagementUBS Financial Services$28005-31-2016
Joe Tabaka, Charles KoliasConfluence Financial PartnersWells Fargo Advisors$13705-28-2016
Christopher Detmer, Aaron BrachmanSteward Partners Global AdvisoryRBC Wealth Management$35005-25-2016
Mark MappaWoodburyMappa Wealth Management$10005-24-2016
Paul Hutton WoodburyHutton Financial Advisors$7305-24-2016
Jill SlaytonWoodburySlayton Wealth Management $6305-24-2016
Todd BaekLPL FinancialHSBC Private Bank$7505-23-2016
Brian MillerLPL FinancialCetera$6505-23-2016
Kelly OlczakLPL FinancialEdward Jones$11005-23-2016
Alan LazzaraRaymond JamesWilliam Blair & Co.$28005-23-2016
Joseph Volz, William Hargrove, Anne NorrisWells Fargo AdvisorsBank of America Merrill Lynch$20505-23-2016
Larry Pohlen, Marc Terris, Michael Kasper, David Pohlen, Kathleen VaughanBank of America Merrill LynchMorgan Stanley Wealth Management$55505-23-2016
Jerry KoebelBerthel FisherLPL Financial$5005-23-2016
Gerardo SorianoLPL FinancialJ.P. Morgan Securities LLC$8505-20-2016
Pradeep GokhaleAmeriprise FinancialBank of America Merrill Lynch$7505-20-2016
David BolickIndependent Advisor AllianceCetera$6005-18-2016
Andrew Zimmerman, Edward Nabhan, Alexander Nabhan, Megan Cooney, James McIntyre Bank of America Merrill LynchMorgan Stanley Wealth Management$1,20005-18-2016
William Connell, David MannWaddell and AssociatesWunderlich Securities$9005-17-2016
Eric P. BurtonLPL FinancialMegent Financial$45005-17-2016
John P. KeeneyTriad AdvisorsKeeney Financial Group $35005-17-2016
Robert Phinney, Graham Goodwin,and Richard Byrd IIIRaymond JamesMorgan Stanley Wealth Management$33205-17-2016
Ranjit BahadurLPL FinancialMetLife Securities$9505-16-2016
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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.