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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 leaving
Firm joining
| Adviser(s) | Firm joining | Firm leaving | AUM ($M) | Date |
|---|---|---|---|---|
| Joseph Neuhaus, Karen Jankowski | Morgan Stanley Smith Barney | RBC Wealth Management | $284 | 11-22-2011 |
| Mark Donohue | Morgan Stanley Smith Barney | RBC Wealth Management | $700 | 11-15-2011 |
| The Gift Hamilton Team | Morgan Stanley Smith Barney | RBC Wealth Management | $259 | 10-04-2011 |
| Jonathan Lake | Morgan Stanley Smith Barney | RBC Wealth Management | $0 | 09-13-2011 |
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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.