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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.
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| Adviser(s) | Firm joining | Firm leaving | AUM ($M) | Date |
|---|---|---|---|---|
| Lifetime Advisors Network | J.W. Cole Financial | Woodbury Financial Services | $120 | 11-05-2010 |
| Kenneth Levin, Reina Schlager, Robert F. Schlager | J.W. Cole Financial | Cambridge Investment Research | $130 | 12-06-2010 |
| Beverly Pieper | J.W. Cole Financial | Multi-Financial Securities | $50 | 01-05-2011 |
| Henry Livingston, Ryan McClelland | J.W. Cole Financial | Securities America | $50 | 04-20-2011 |
| Peter Sagorski | J.W. Cole Financial | LPL Financial | $60 | 08-31-2011 |
| Joseph Wirbick, Michael Zimmerman, Patrick Cloonan | J.W. Cole Financial | First Liberties Financial | $100 | 03-09-2012 |
Showing 1 to 6 of 6 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.