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|
|Jim Ronn, Don Phillips, Bobby Phillips||NFP Advisor Services Group||LPL Financial||$158||06-01-2015|
|Robert Rinvelt, Roger David||NFP Advisor Services Group||FSC Securities||$183||05-01-2015|
|Joe Vartanian, Sherwood Greer||NFP Advisor Services Group||Invest Financial||$325||02-15-2015|
|Nadia A. Dickinson||NFP Advisor Services Group||Morgan Stanley Wealth Management||$100||09-23-2014|
|Terry Sawchuk, Bill Langenstein||NFP Advisor Services Group||SII Investments||$155||08-18-2014|
|Garrett J. Devine||NFP Advisor Services Group||Wells Fargo Advisors||$65||04-01-2014|
|Kurt Wiegert||NFP Advisor Services Group||Founders Financial||$60||03-04-2014|
|Paul Auslander||NFP Advisor Services Group||Foothill Securities||$70||02-24-2014|
|Markus Byrd||NFP Advisor Services Group||Ameriprise Financial||$50||02-20-2014|
|Morrie Symson||NFP Advisor Services Group||UBS Financial Services||$0||02-04-2014|
|David Mizrahi||NFP Advisor Services Group||Wells Fargo Advisors||$0||02-04-2014|
|Howard D. Richards, Jim Goodland||NFP Advisor Services Group||Cambridge Investment Research||$175||01-03-2014|
|Thomas Besselman, Matt Heinz, Todd Guerin||NFP Advisor Services Group||VSR Financial Services||$100||01-09-2013|
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.