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|
|Eric Zeitlin, Todd Moll, Lee Hediger, Scott Montgomery||Raymond James||Walnut Street Securities||$1,000||08-30-2013|
|Frankie Brin||Voya Financial Advisors Partners||Walnut Street Securities||$60||08-21-2013|
|Douglas W. Jones, Melissa S. Jones||J.W. Cole Financial||Walnut Street Securities||$175||07-08-2013|
|Savage and Associates||Royal Alliance||Walnut Street Securities||$1,400||07-05-2013|
|Donnel M. Dickerson||Securities Service Network||Walnut Street Securities||$100||05-15-2013|
|Brett Langer, Keith Bandettini, Beverly Cox, Will Gingell||SCF Securities||Walnut Street Securities||$145||05-13-2013|
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.