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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kenneth Levin, Reina Schlager, Robert F. SchlagerJ.W. Cole FinancialCambridge Investment Research$13012-06-2010
Joseph Wirbick, Michael Zimmerman, Patrick CloonanJ.W. Cole FinancialFirst Liberties Financial$10003-09-2012
Sean Burr, John BrantJ.W. Cole FinancialJ.P. Turner & Company$10008-04-2014
Peter SagorskiJ.W. Cole FinancialLPL Financial$6008-30-2011
Beverly PieperJ.W. Cole FinancialMulti-Financial Securities$5001-05-2011
David Hays, Doug HughesJ.W. Cole FinancialSammons Securities$35009-17-2013
Henry Livingston, Ryan McClellandJ.W. Cole FinancialSecurities America$5004-20-2011
Douglas W. Jones, Melissa S. JonesJ.W. Cole FinancialWalnut Street Securities$17507-08-2013
Lifetime Advisors NetworkJ.W. Cole FinancialWoodbury Financial Services$12011-05-2010

Showing 1 to 9 of 9 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.


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