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|
|Kirk Wilkerson, Andy Lubben||LPL Financial||Ronald Blue & Co.||$185||10-16-2015|
|Mark Cross, John Caldwell, Jason Norton||LPL Financial||Wells Fargo Advisors||$150||04-17-2015|
|Jonathan A. Owenby, Jeffrey T. Jones||LPL Financial||Suntrust Investment Services||$150||09-16-2013|
|Donald Patrick||LPL Financial||Securities America||$0||08-10-2011|
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.