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|
|Melanie Housden||LPL Financial||Edward Jones||$100||09-10-2015|
|Vondal Davidson||LPL Financial||Edward Jones||$200||07-09-2015|
|Paul Carlson||LPL Financial||Edward Jones||$103||06-19-2015|
|Gary Deese||LPL Financial||Edward Jones||$92||11-28-2011|
|Michael Sharples||LPL Financial||Edward Jones||$0||05-26-2010|
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.