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.Â«Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.
|Adviser(s)||Firm joining||Firm leaving||AUM ($M)||Date|
|William Kennedy||Wells Fargo Advisors||Morgan Keegan||$0||06-07-2012|
|Ryan J. Schrift||LPL Financial||Morgan Keegan||$15||05-14-2012|
|Howard Sparkman||Wunderlich Securities||Morgan Keegan||$115||03-05-2012|
|Christopher Hagen, Daniel Sloan||LPL Financial||Morgan Keegan||$180||01-04-2012|
|Chris Wallace, Sarah Ehrlich||Morgan Stanley Wealth Management||Morgan Keegan||$0||12-15-2011|
|Steven Jung, Timothy Lysaght, Patrick Lysaght,||LPL Financial||Morgan Keegan||$185||11-28-2011|
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.