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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
Thomas A. MartinGLOBALT InvestmentsGenSpring Family Offices$009-16-2014
Jesse BengtsonRBC Wealth ManagementBank of America Merrill Lynch$23009-11-2014
David StarkerJ.P. Morgan Securities LLCCredit Suisse Wealth Services$009-11-2014
Matthew Kutcher, Bryan DeFrancesJ.P. Morgan Securities LLCCredit Suisse Wealth Services$009-11-2014
Roy Apple, Anthony Rizzo, Jeremy Schneider, Kevin Gai J.P. Morgan Securities LLCDeutsche Bank$009-11-2014
John DelehantyJ.P. Morgan Securities LLCCredit Suisse Wealth Services$009-11-2014
Evan Schottenstein J.P. Morgan Securities LLCMorgan Stanley Wealth Management$009-11-2014
Antonio J.P. Morgan Securities LLCWells Fargo Advisors$009-11-2014
Shawn StanleyJ.P. Morgan Securities LLCNeuberger Berman$009-11-2014
Bruce LedouxJ.P. Morgan Securities LLCMorgan Stanley Wealth Management$009-11-2014
Samuel A. AnnittoBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Jason G. ClouseBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Eric R. BenchBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Joshua WillardBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
John WeirBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Hunter GrahamBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Katiebeth WorrellBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Bruce E. MeltonBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Ernie Wright, Margaret (Kate) WrightBenjamin F. Edwards & Co.Wells Fargo Advisors$009-11-2014
Peter WolkSecurities Service NetworkLPL Financial$5009-09-2014
Kate Lunn, Elise KausenWells Fargo AdvisorsUBS Financial Services$14109-09-2014
Bruce Lin, Michael Hartmeyer, Patrick Chan Wells Fargo AdvisorsBank of America Merrill Lynch$14209-09-2014
Robert Rotstan, James ValeWells Fargo AdvisorsUBS Financial Services$9509-09-2014
Jose Moreno, Michael Dye, Oliver CervantesWells Fargo AdvisorsUBS Financial Services$47909-09-2014
Teresa HarmonWells Fargo AdvisorsUBS Financial Services$24409-09-2014
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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.