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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 |
|---|---|---|---|---|
| Gary Bouch | Waddell and Reed | Ameriprise Financial | $57 | 05-14-2013 |
| Anthony Thurlow | Investors Capital | Ameriprise Financial | $55 | 07-30-2012 |
| Robert Coloret, Mark Delmar | Morgan Stanley Smith Barney | Ameriprise Financial | $107 | 05-16-2011 |
| Matthew Agee | Summit Brokerage Services | Ameriprise Financial | $34 | 06-18-2010 |
| Middlebrook, Dryden, Carter & Associates | Insight Wealth Partners | Ameriprise Financial | $150 | 06-04-2010 |
| Curtis Congdon | Lara Shull & May | Ameriprise Financial | $0 | 02-02-2010 |
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.