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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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Chris O'Neil, Joe JaensenWells Fargo AdvisorsMorgan Stanley Wealth Management$30008-07-2014
Lawrence Rudolph, Stanley LevineWells Fargo AdvisorsMorgan Stanley Wealth Management$25307-30-2014
Steven T. Lundgren, Phillip HurnerWells Fargo AdvisorsMorgan Stanley Wealth Management$21407-30-2014
Rob WigginsWells Fargo AdvisorsFirst Citizens Investor Services$10007-09-2014
Chris Carbone, Bill BrucatoWells Fargo AdvisorsRBC Wealth Management$16007-09-2014
Mark PignottiWells Fargo AdvisorsUBS Financial Services$31707-09-2014
Thomas TeagleWells Fargo AdvisorsBB&T Securities$15507-09-2014
Timothy Colvin, Jeffery Bedford, Gregory TaylorWells Fargo AdvisorsUBS Financial Services$32607-09-2014
Bill Gear, Ben BuchananWells Fargo AdvisorsBank of America Merrill Lynch$16007-08-2014
Robert Gardner III, Robert HigleyWells Fargo AdvisorsUBS Financial Services$30007-02-2014
James Laughlin Sr.Wells Fargo AdvisorsUBS Financial Services$9706-18-2014
Alan Glick and Charles GlickWells Fargo AdvisorsMorgan Stanley $24206-18-2014
Shawn GruverWells Fargo AdvisorsUBS Financial Services$10906-18-2014
John Bueno, John Raetz, Noah RobinsonWells Fargo AdvisorsJ.P. Morgan Securities LLC$1,50006-11-2014
David SpellWells Fargo AdvisorsUBS Financial Services$8605-23-2014
Milton SchwartzWells Fargo AdvisorsBank of America Merrill Lynch$13505-23-2014
Richard Lee, Brandon Blair, Mike Costa, Barbara Hacke ReschWells Fargo AdvisorsMorgan Stanley Wealth Management$31105-23-2014
Norman Lev, Glen Sher, Michael JeshivaWells Fargo AdvisorsMorgan Stanley Wealth Management$23605-13-2014
Brian L. VallowWells Fargo AdvisorsMorgan Stanley Wealth Management$9305-01-2014
Stephanie M. Bass, Darin E. MockWells Fargo AdvisorsBank of America Merrill Lynch$17005-01-2014
Mitch Sivertson, Debbie HughesWells Fargo AdvisorsUBS Financial Services $15205-01-2014
Jeffrey M. FratarcangeliWells Fargo AdvisorsBank of America Merrill Lynch$42404-04-2014
Thomas NolanWells Fargo AdvisorsMorgan Stanley Wealth Management$10003-18-2014
Mark PhillipsWells Fargo AdvisorsMorgan Stanley Wealth Management$12003-18-2014
Gary J. PareseWells Fargo AdvisorsMorgan Stanley Wealth Management$27003-18-2014
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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.