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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Josephine StaglianoLPL FinancialWells Fargo Advisors Financial Network$5206-21-2017
Margaret Anderson, Louis MeloneLPL FinancialWells Fargo Advisors Financial Network$5706-20-2017
Joseph BuddLPL FinancialWells Fargo Advisors Financial Network$7006-20-2017
Michael DevincentisLPL FinancialWells Fargo Advisors Financial Network$5805-26-2017
Jay TobiasLPL FinancialWells Fargo Advisors Financial Network$9605-01-2017

Showing 1 to 5 of 5 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.