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 Group||VSR Financial Services||Next Financial||$60||08-31-2010|
|Rick Engen & Larry O'Callaghan||VSR Financial Services||Fintegra||$40||07-23-2010|
|Edward Sokolosky, Shane Sullivan||VSR Financial Services||Wells Fargo Advisors||$50||07-23-2010|
|Joseph Bernardi, Jamie McDonald, Chad Kruse||VSR Financial Services||Berthel Fisher||$108||07-02-2010|
|James Albright, Susan Kreuser||VSR Financial Services||Next Financial||$150||06-28-2010|
|Clinton Akerberg, Tom Stecher & Jody Stoll||VSR Financial Services||Securian Financial Services||$32||06-01-2010|
|Ed Jonaitis, Wayne Brown, Mike Brown, Matt Brown, Mark Brown||VSR Financial Services||ISG Equity Sales||$265||05-19-2010|
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.