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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
Jerod Wurm, Casey FryeWells Fargo Advisors Financial NetworkMorgan Stanley Wealth Management$19208-27-2015
Caleb KennedyWells Fargo Advisors Financial NetworkLPL Financial$7908-05-2015
Daniel WelkerWells Fargo Advisors Financial NetworkUBS Financial Services$8207-14-2015
Tighe SmithWells Fargo Advisors Financial NetworkUBS Financial Services$10407-14-2015
James Tate, Kelley TateWells Fargo Advisors Financial NetworkMorgan Stanley Wealth Management$13107-14-2015
Brian SalcettiWells Fargo Advisors Financial NetworkAxa Advisors$006-17-2015
Eric MillerWells Fargo Advisors Financial NetworkUBS Financial Services$006-17-2015
Elaine ElliottWells Fargo Advisors Financial NetworkBank of America Merrill Lynch$006-17-2015
Doug Brandeen, David Brandeen, Jeff Link, Dean ShuplinkovWells Fargo Advisors Financial NetworkBank of America Merrill Lynch$55506-11-2015

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.