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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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Peter WolkSecurities Service NetworkLPL Financial$5009-09-2014
Donnel M. DickersonSecurities Service NetworkWalnut Street Securities$10005-23-2013
Frank LevySecurities Service Network John Hancock Financial Services$17002-27-2013
Paul TingleySecurities Service NetworkProequities$35012-26-2012
Robert Zyzo, Irina LeuthSecurities Service NetworkLPL Financial$5009-26-2012
Matthew FranklinSecurities Service NetworkRaymond James$5606-08-2012
David HilditchSecurities Service NetworkWoodbury Financial Services$6805-30-2012

Showing 1 to 7 of 7 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.