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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
William Peragine, John BiondoWells Fargo AdvisorsMorgan Stanley Wealth Management$83009-22-2014
Lee DubinskyWells Fargo AdvisorsUBS Financial Services$14009-22-2014
William 'Bill' Boatwright, Craig DiamondWells Fargo AdvisorsUBS Financial Services$25909-22-2014
Jon Miller, Doug KunzmanWells Fargo AdvisorsUBS Financial Services$15109-22-2014
Kate Lunn, Elise KausenWells Fargo AdvisorsUBS Financial Services$14109-09-2014
Bruce Lin, Michael Hartmeyer, Patrick Chan Wells Fargo AdvisorsBank of America Merrill Lynch$14209-09-2014
Robert Rotstan, James ValeWells Fargo AdvisorsUBS Financial Services$9509-09-2014
Jose Moreno, Michael Dye, Oliver CervantesWells Fargo AdvisorsUBS Financial Services$47909-09-2014
Teresa HarmonWells Fargo AdvisorsUBS Financial Services$24409-09-2014
Travis Barr, Marco CisnerosWells Fargo AdvisorsBank of America Merrill Lynch$22708-27-2014
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
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Showing 1 to 25 of 186 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.