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|
|Quoc (Jon) Pham||Bank of America Merrill Lynch||Morgan Stanley Smith Barney||$82||02-14-2013|
|William Terrell||Bank of America Merrill Lynch||Morgan Stanley Smith Barney||$137||02-14-2013|
|Mickey Littmann||Bank of America Merrill Lynch||Morgan Stanley Smith Barney||$151||02-26-2013|
|David Frank, John Judkins||Bank of America Merrill Lynch||Morgan Stanley Smith Barney||$168||02-26-2013|
|Stephanie Greer||Bank of America Merrill Lynch||Wells Fargo Advisors||$189||02-14-2013|
|Edward Glenn, Pamela Staples||Bank of America Merrill Lynch||RBC Wealth Management||$300||02-26-2013|
|Kevin Robertson||Bank of America Merrill Lynch||Piper Jaffrey||$588||02-14-2013|
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.