Sponsored By
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.
Filters
Adviser(s)
Firm leaving
Firm joining
| Adviser(s) | Firm joining | Firm leaving | AUM ($M) | Date |
|---|---|---|---|---|
| Russel Sherred, Pamela Pasterick, Ken Kuska, Kathleen Corrales, Matthew Lawrence | RBC Wealth Management | Morgan Stanley Smith Barney | $380 | 03-28-2013 |
| David Evans, Nepeta Godec, Patty Eckelberry | RBC Wealth Management | Bank of America Merrill Lynch | $177 | 10-03-2012 |
| Scott Robinson, Christian Reuter | RBC Wealth Management | Bank of America Merrill Lynch | $250 | 09-05-2012 |
| Don C. Reynolds II | RBC Wealth Management | Raymond James | $100 | 05-17-2012 |
| Gene Theobald, Otho Evans, Teresa Castillo | RBC Wealth Management | Morgan Stanley Smith Barney | $330 | 04-24-2012 |
| Tim Hudnall | RBC Wealth Management | Morgan Stanley Smith Barney | $90 | 04-24-2012 |
| Scott Sides, Josh Smeltzer, Brock Hively, Thomas McCracken, Denise Potter | RBC Wealth Management | Morgan Stanley Smith Barney | $330 | 04-19-2012 |
| Scott Karkenny, Alex Karkenny, Teresa Verone | RBC Wealth Management | Morgan Stanley Smith Barney | $165 | 03-29-2012 |
| George Feneis, Paul C. Granito | RBC Wealth Management | Morgan Stanley Smith Barney | $350 | 02-22-2012 |
| Roger Molatore | RBC Wealth Management | Morgan Stanley Smith Barney | $122 | 02-10-2012 |
| Bob Iglehart, Gabriel Aguirre, Ryan Wilson,, Courtney Hershberger | RBC Wealth Management | Bank of America Merrill Lynch | $280 | 08-26-2011 |
| Glenn Pahnke, Mark Ackel, Kay Kulbeth, Mona Johnson, Kerry Patel | RBC Wealth Management | Robert W. Baird & Co. | $300 | 02-25-2011 |
| Larry VanLaningham, Kevin Morrice | RBC Wealth Management | Morgan Stanley Smith Barney | $200 | 09-29-2010 |
| Daniel Fox | RBC Wealth Management | Morgan Stanley Smith Barney | $85 | 09-20-2010 |
| Jason Braunstein | RBC Wealth Management | Morgan Stanley Smith Barney | $39 | 08-12-2010 |
| Chuck Putney, Bill McCrae | RBC Wealth Management | UBS Financial Services | $500 | 06-17-2010 |
| Thomas Brockley | RBC Wealth Management | UBS Financial Services | $160 | 04-09-2010 |
| Tom Meagher, John Menefee | RBC Wealth Management | Morgan Stanley Smith Barney | $300 | 04-08-2010 |
| Vincent Crudo, Patrick Duff | RBC Wealth Management | Morgan Stanley Smith Barney | $340 | 04-08-2010 |
| Cindy Dellinger, Mike Lamb | RBC Wealth Management | Stifel Nicolaus & Co. | N/A | 03-07-2010 |
| Rhonda Smith, Lynn Syler | RBC Wealth Management | U.S. Trust Bank of America Private Wealth Management | $450 | 11-01-2009 |
| Mike Dwyer | RBC Wealth Management | Robert W. Baird & Co. | $205 | 10-02-2009 |
| Douglas S. Mance | RBC Wealth Management | Bank of America Merrill Lynch | $150 | 07-30-2009 |
Showing 1 to 23 of 23 entries
Page 1
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.