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|
|John Gray, Jerri Gray, Jim Driskell||Investacorp||Next Financial||$90||02-04-2013|
|Sherri Stansbury, Carey Stansbury||Royal Alliance||Next Financial||$235||11-30-2012|
|Joseph Ervolina, Robert Meissner III, Jonathan Miller||Transamerica Financial Advisors||Next Financial||$85||05-14-2012|
|William Bugdon||Investacorp||Next Financial||$50||11-07-2011|
|Seasons Financial Group||VSR Financial Services||Next Financial||$60||08-31-2010|
|James Albright, Susan Kreuser||VSR Financial Services||Next Financial||$150||06-28-2010|
|Rice Brown Financial Services||United Planners Financial Services of America||Next Financial||$100||04-23-2010|
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.