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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.
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| Adviser(s) | Firm joining | Firm leaving | AUM ($M) | Date |
|---|---|---|---|---|
| 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 |
Showing 1 to 9 of 9 entries
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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.