Adviser(s) Firm joining Firm leaving AUM ($M) Date
Glenn Arthurs, Chris Malof, Jay Blair, Wyatt ArthursUBS Financial ServicesMorgan Stanley Wealth Management$2,00008-11-2015
Gary Amaral UBS Financial ServicesBank of America Merrill Lynch$33008-05-2015
Frank Coiro, Larry Glickstein, Brian FreyUBS Financial ServicesMorgan Stanley Wealth Management$40008-03-2015
Andrew C. OberUBS Financial ServicesBank of America Merrill Lynch$16004-28-2015
John L. GreeneUBS Financial ServicesBank of America Merrill Lynch$6312-22-2014
Charles D. DayUBS Financial ServicesMorgan Stanley Wealth Management$18112-12-2014
James E. HulburdUBS Financial ServicesBank of America Merrill Lynch$1,50011-21-2014
Steven ScaliciUBS Financial ServicesBank of America Merrill Lynch$10311-21-2014
Douglas TwohillUBS Financial ServicesBank of America Merrill Lynch$24011-21-2014
Kaylyn A. MaherUBS Financial ServicesBank of America Merrill Lynch$12009-04-2014
Steve TrimbleUBS Financial ServicesWells Fargo Advisors$20005-30-2014
Mark J. Grueninger, Benjamin C. SauerUBS Financial ServicesBank of America Merrill Lynch$002-24-2014
Michael L. Cope, William G. MarcouxUBS Financial ServicesBank of America Merrill Lynch$22501-13-2014
Courtney LiddyUBS Financial ServicesBank of America Merrill Lynch$32712-13-2013
Jay Arbetter UBS Financial ServicesBank of America Merrill Lynch$17512-10-2013
Jason Taraszki UBS Financial ServicesBank of America Merrill Lynch$10012-10-2013
Arthur W. Bartholomew IIIUBS Financial ServicesMorgan Stanley Wealth Management$20011-18-2013
M. Scott HarriesUBS Financial ServicesBank of America Merrill Lynch$50011-08-2013
David MandelUBS Financial ServicesBank of America Merrill Lynch$17511-08-2013
Christopher S. Gaal, Jeffrey C. HamiltonUBS Financial ServicesBank of America Merrill Lynch$57511-08-2013
James E. Chiate, Anthony D. GuinaneUBS Financial ServicesBank of America Merrill Lynch$50011-08-2013
James B. Axelson, Barry F. PorterUBS Financial ServicesBank of America Merrill Lynch$55011-08-2013
Mark Binder, Craig Chiate, Glenn Oratz, Scott BrownUBS Financial ServicesBank of America Merrill Lynch$3,10010-31-2013
John Reinhold, Derek ReinholdUBS Financial ServicesMorgan Stanley Wealth Management$14410-23-2013
E. Gray Smith IIIUBS Financial ServicesMorgan Stanley Wealth Management$34509-10-2013
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