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|
|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|
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.