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|
|Brad Levin, David Tracy||Triad Advisors||Commonwealth Financial||$190||03-16-2017|
|Vincent Morris||Triad Advisors||LPL Financial||$4,000||02-23-2017|
|Daniel Head, Brian Dickey, Steven Witt, Barbara Million||Triad Advisors||Wells Fargo Advisors||$190||07-29-2016|
|John P. Keeney||Triad Advisors||Keeney Financial Group||$350||05-17-2016|
|Michael Eddy, Chris Eddy, Tony Palazzo||Triad Advisors||Wells Fargo Advisors||$350||09-23-2015|
|Brian P. Beck||Triad Advisors||National Planning||$133||11-05-2014|
|Dan E. Wagner, Jr.||Triad Advisors||The Investment Center||$260||05-19-2014|
|Jason Connolly, Taylor Manry, Doug Everett, Adam Wilson||Triad Advisors||Royal Alliance||$250||02-04-2013|
|Simone Gladstone, Lynn Cravinho||Triad Advisors||Morgan Stanley Wealth Management||$80||10-17-2012|
|Ty Bernicke, Barry Bernicke||Triad Advisors||Raymond James||$250||10-15-2012|
|Thomas Karsten||Triad Advisors||DeWaay Financial Network||$0||05-30-2012|
|Reby Advisors||Triad Advisors||Royal Alliance||$310||05-08-2012|
|Roy Williams, Steve Linden||Triad Advisors||LPL Financial||$550||11-14-2011|
|Terry Wells||Triad Advisors||LPL Financial||$111||10-11-2011|
|Brad Zapp, Mike Maisel, Paul Sartori, Trent Lucas||Triad Advisors||National Financial Partners||$400||09-19-2011|
|Mike Piershale||Triad Advisors||Raymond James||$150||04-29-2011|
|Bob Carson, Don Hannahs, Tim Kvech, Larry Briskin||Triad Advisors||Lincoln Financial||$600||11-01-2010|
|Gitterman & Associates||Triad Advisors||Voya Financial Advisors Advisers||$700||07-19-2010|
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.