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.

«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 MontgomeryRaymond JamesWalnut Street Securities$1,00008-30-2013
Frankie BrinVoya Financial Advisors PartnersWalnut Street Securities$6008-21-2013
Douglas W. Jones, Melissa S. JonesJ.W. Cole FinancialWalnut Street Securities$17507-08-2013
Savage and AssociatesRoyal AllianceWalnut Street Securities$1,40007-05-2013
Donnel M. DickersonSecurities Service NetworkWalnut Street Securities$10005-15-2013
Brett Langer, Keith Bandettini, Beverly Cox, Will GingellSCF SecuritiesWalnut Street Securities$14505-13-2013

Showing 1 to 6 of 6 entries

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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.

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