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|
|Thomas Gray, Christina Jesperson, Kevin Terao, Albert Scudder, Judy Tapia||Wells Fargo Advisors Financial Network||Triad Advisors||$117||09-18-2015|
|Jerod Wurm, Casey Frye||Wells Fargo Advisors Financial Network||Morgan Stanley Wealth Management||$192||08-25-2015|
|Caleb Kennedy||Wells Fargo Advisors Financial Network||LPL Financial||$79||08-03-2015|
|Daniel Welker||Wells Fargo Advisors Financial Network||UBS Financial Services||$82||07-10-2015|
|James Tate, Kelley Tate||Wells Fargo Advisors Financial Network||Morgan Stanley Wealth Management||$131||07-10-2015|
|Tighe Smith||Wells Fargo Advisors Financial Network||UBS Financial Services||$104||07-02-2015|
|Eric Miller||Wells Fargo Advisors Financial Network||UBS Financial Services||$0||06-17-2015|
|Elaine Elliott||Wells Fargo Advisors Financial Network||Bank of America Merrill Lynch||$0||06-12-2015|
|Brian Salcetti||Wells Fargo Advisors Financial Network||Axa Advisors||$0||06-10-2015|
|Doug Brandeen, David Brandeen, Jeff Link, Dean Shuplinkov||Wells Fargo Advisors Financial Network||Bank of America Merrill Lynch||$555||06-10-2015|
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.