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|
|Philip S. Hammitt, Jonathan Resin||RBC Wealth Management||Bank of America Merrill Lynch||$500||10-10-2013|
|Michael Climer, Wes Climer||Wells Fargo Advisors||Bank of America Merrill Lynch||$220||10-09-2013|
|Robert Black, Ned Manuel, Ed Blumenthal, Bob Borkowski||Janney Montgomery Scott||Bank of America Merrill Lynch||$900||10-04-2013|
|Garry W. Bridgeman||Morgan Stanley Wealth Management||Bank of America Merrill Lynch||$663||10-03-2013|
|Jason L. Moss||Morgan Stanley Wealth Management||Bank of America Merrill Lynch||$130||10-01-2013|
|Michael C. Dawson, Stephan R. Farber, Stephen R. Cordill||Deutsche Bank||Bank of America Merrill Lynch||$1,000||10-01-2013|
|Kevin Guth, Stephen Fordyce, Jeremy Soboleski||Snowden Capital Advisors||Bank of America Merrill Lynch||$500||10-01-2013|
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.