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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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Firm joining
| Adviser(s) | Firm joining | Firm leaving | AUM ($M) | Date |
|---|---|---|---|---|
| Kevin Phillips | Robert W. Baird & Co. | Wells Fargo Advisors | $105 | 02-26-2013 |
| Jospeh A. Lipe, John B. Lipe | Robert W. Baird & Co. | Morgan Stanley Smith Barney | $250 | 02-26-2013 |
| The Allman-Bobbie Group | Robert W. Baird & Co. | Morgan Stanley Smith Barney | $150 | 04-11-2012 |
| Andrew Barnett, Carolyn Leith | Robert W. Baird & Co. | Multiple (see profile) | $220 | 03-17-2011 |
| Drew Perryman | Robert W. Baird & Co. | Morgan Stanley Smith Barney | $120 | 02-16-2011 |
| The Parrott, Forbes & Floyd Group | Robert W. Baird & Co. | Morgan Stanley Smith Barney | $350 | 06-11-2010 |
Showing 1 to 6 of 6 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.