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|
|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 Wealth Management||$250||02-26-2013|
|The Allman-Bobbie Group||Robert W. Baird & Co.||Morgan Stanley Wealth Management||$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 Wealth Management||$120||02-16-2011|
|The Parrott, Forbes & Floyd Group||Robert W. Baird & Co.||Morgan Stanley Wealth Management||$350||06-11-2010|
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.