Adviser(s) Firm joining Firm leaving AUM ($M) Date
Beverly PieperJ.W. Cole FinancialMulti-Financial Securities$5001-05-2011
David Hays, Doug HughesJ.W. Cole FinancialSammons Securities$35009-20-2013
Douglas W. Jones, Melissa S. JonesJ.W. Cole FinancialWalnut Street Securities$17507-10-2013
Henry Livingston, Ryan McClellandJ.W. Cole FinancialSecurities America$5004-20-2011
Joseph Wirbick, Michael Zimmerman, Patrick CloonanJ.W. Cole FinancialFirst Liberties Financial$10003-09-2012
Kenneth Levin, Reina Schlager, Robert F. SchlagerJ.W. Cole FinancialCambridge Investment Research$13012-06-2010
Lifetime Advisors NetworkJ.W. Cole FinancialWoodbury Financial Services$12011-05-2010
Peter SagorskiJ.W. Cole FinancialLPL Financial$6008-31-2011
Sean Burr, John BrantJ.W. Cole FinancialJ.P. Turner & Company$10009-09-2014

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