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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
William Goettert, John EntenbergMorgan Stanley Wealth ManagementCitigroup$1,00008-14-2015
Keith E. SingerInvestacorpKovack Securities$12008-12-2015
Glenn Arthurs, Chris Malof, Jay Blair, Wyatt ArthursUBS Financial ServicesMorgan Stanley Wealth Management$2,00008-10-2015
Jane Drew, Katherine DrewWells Fargo AdvisorsBank of America Merrill Lynch$27808-07-2015
Timothy Pester Wells Fargo AdvisorsKey Private Bank$10008-07-2015
Greg LevengoodVoya Financial AdvisorsLPL Financial$5008-07-2015
Peter OldridVoya Financial AdvisorsInvestors Capital$8008-07-2015
Gavin Gleason, Andrea Gleason, Sakya Schuler, Diane JohnsRaymond JamesHilliard Lyons$15008-07-2015
Hyeon Kang, Larry Dime, Hung TranBank of America Merrill LynchMorgan Stanley Wealth Management$24808-07-2015
Ronnie Rushing, Bradley ScottLPL FinancialSouthwest Securities$14508-05-2015
Timothy ForsmanLPL FinancialJHS Capital Advisors$15008-05-2015
John CrookProspera Financial ServicesRaymond James$8508-05-2015
Paul C. TannerLas Olas Capital AdvisorsUBS Financial Services$40008-05-2015
Donald HeitzLPL FinancialFirst Command Financial$9008-04-2015
Joel PalatnikLPL FinancialRaymond James$16508-03-2015
Louis GreifMorgan Stanley Wealth ManagementBarclays$008-03-2015
Caleb KennedyWells Fargo Advisors Financial NetworkLPL Financial$7908-03-2015
Neel PatelLPL FinancialBank of America Merrill Lynch$7007-31-2015
John CortaleLPL FinancialJHS Capital Advisors$10007-31-2015
Thomas Boyd, Margaret Boyd, James 'Beau' Boyd, Mitzi Rollins, Christopher GriffinRaymond JamesWells Fargo Advisors$30007-31-2015
Wendi Lohmar, Cathy ChaseFirst Republic SecuritiesCredit Suisse Wealth Services$51007-31-2015
Jaime Fals, Eli GelmanJefferiesMorgan Stanley Wealth Management$1,00007-31-2015
Duane Raanes, Brady RaanesRaymond JamesWells Fargo Advisors Financial Network$12807-30-2015
Stephen J. Renie, Michael S. Arthur, Jennifer S. Hall Bank of America Merrill LynchMorgan Stanley Wealth Management$30007-30-2015
Frank Coiro, Larry Glickstein, Brian FreyUBS Financial ServicesMorgan Stanley Wealth Management$40007-30-2015
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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.