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
Seasons Financial GroupVSR Financial ServicesNext Financial$6008-31-2010
Rick Engen & Larry O'CallaghanVSR Financial ServicesFintegra$4007-23-2010
Edward Sokolosky, Shane SullivanVSR Financial ServicesWells Fargo Advisors$5007-23-2010
Joseph Bernardi, Jamie McDonald, Chad KruseVSR Financial ServicesBerthel Fisher$10807-02-2010
James Albright, Susan KreuserVSR Financial ServicesNext Financial$15006-28-2010
Clinton Akerberg, Tom Stecher & Jody StollVSR Financial ServicesSecurian Financial Services$3206-01-2010
Ed Jonaitis, Wayne Brown, Mike Brown, Matt Brown, Mark BrownVSR Financial ServicesISG Equity Sales$26505-19-2010

Showing 1 to 7 of 7 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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