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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
Mark E. Barczuk, David F. MorenoBenjamin F. Edwards & Co.Wells Fargo Advisors$001-23-2014
Tom Bedor, Laren BedorBenjamin F. Edwards & Co.Wells Fargo Advisors$001-23-2014
Joan Levy MonderBenjamin F. Edwards & Co.Wells Fargo Advisors$001-23-2014
David W. Davies, Jill C. Miller, Kristen A. KetchumBenjamin F. Edwards & Co.RBC Wealth Management$001-23-2014
Nancy J. Eshmont, Jeffrey N. Weiner, Brian H. RubinBenjamin F. Edwards & Co.Wells Fargo Advisors$011-20-2013
Matthew G. Bishop, Ralph A. Brozzo, Dana L. GibbsBenjamin F. Edwards & Co.Wells Fargo Advisors$010-23-2013
Mark P. FellowsBenjamin F. Edwards & Co.Wells Fargo Advisors$010-17-2013
Brian M. Reilly, David E. ReillyBenjamin F. Edwards & Co.Wells Fargo Advisors$010-15-2013
David J. KarpBenjamin F. Edwards & Co.Wells Fargo Advisors$009-03-2013
Charles Pascarella, Andrea Shenocca, Philip PascarellaBenjamin F. Edwards & Co.Wells Fargo Advisors$007-10-2013
Thomas J. Addessi, Michael A. RossoBenjamin F. Edwards & Co.Wells Fargo Advisors$006-28-2013
Jeffrey D. Hoover, Patti O'MalleyBenjamin F. Edwards & Co.Wells Fargo Advisors$006-28-2013
Nicholas T. Barlotta Jr., Daniel R. Cauley, Nicholas T. Barlotta IIIBenjamin F. Edwards & Co.Wells Fargo Advisors$005-07-2013
Steven S. PhillipsBenjamin F. Edwards & Co.Wells Fargo Advisors$005-07-2013
James P. Luttrell Jr., Matthew J. Dahlman, Thomas A. LuttrellBenjamin F. Edwards & Co.Wells Fargo Advisors$005-07-2013
Dennis AndersonBenjamin F. Edwards & Co.Wells Fargo Advisors$004-16-2013
Betsy Dickson , Dawn DicksonBenjamin F. Edwards & Co.UBS Financial Services$004-16-2013
Ed MeyerBenjamin F. Edwards & Co.Wells Fargo Advisors$004-16-2013
Allen Catalanotto, Scott E. Foreman, Mo ProvostyBenjamin F. Edwards & Co.Wells Fargo Advisors$004-16-2013
Darryl Mierl, Patrick X. Garvin, James Dombrowski Benjamin F. Edwards & Co.Wells Fargo Advisors$004-16-2013
Peter Tampellini, Robert Rothhouse , Teresa Zipf Benjamin F. Edwards & Co.Wells Fargo Advisors$004-16-2013
Thomas MorrisonBenjamin F. Edwards & Co.Morrison Financial Services Ltd.$004-16-2013
Brian Wiklund Benjamin F. Edwards & Co.Wells Fargo Advisors$004-16-2013
L. Grant Ingram, Gary LibertyBenjamin F. Edwards & Co.Wells Fargo Advisors$004-16-2013
Christopher J. McGillBenjamin F. Edwards & Co.Wells Fargo Advisors$004-16-2013
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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.