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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
Thomas Dedrick, Pam FranklinRaymond JamesBank of America Merrill Lynch$16202-27-2014
W.F. Sanders Jr., J. Wesley Clayton, Henry (Moss) E. Crosby Jr., Michael P. AhearnHightower AdvisorsMorgan Stanley Wealth Management$50011-26-2013
Steven S. PhillipsBenjamin F. Edwards & Co.Wells Fargo Advisors$005-07-2013
John Gray, Jerri Gray, Jim DriskellInvestacorpNext Financial$9002-07-2013
Michael MullisSecurities AmericaLPL Financial$22311-15-2012
Jimmy Burns, Judd FlemingWells Fargo AdvisorsMorgan Stanley Wealth Management$14608-16-2012
DeLynn Zell, Pete McCarn, Jeris Burns, David LeCompteLPL FinancialLincoln Financial$1,00008-14-2012
Ryan Baker, Stuart HammBank of America Merrill LynchMorgan Stanley Wealth Management$13003-14-2012
Don Gill, William LaRosaMorgan Stanley Wealth ManagementBank of America Merrill Lynch$47001-11-2012
Christopher Hagen, Daniel SloanLPL FinancialMorgan Keegan$18001-04-2012
Bobby WhiteLPL FinancialSecurities America$008-10-2011
Angelo Ferlisi, Randy Laird, Bill Morris, Pearson MatthewsAmeriprise FinancialMorgan Stanley Wealth Management$13410-18-2010
Sergio D'Oliveira, Francisco D'Oliveira, Leonardo Silva, Tod FrickMorgan Stanley Wealth ManagementBank of America Merrill Lynch$27906-18-2010
Sheree Luker, Klingler, Michael Luckett, Robert Seibels III, Benjamin Walker, Richard "Pee-Wee" Kohn, Katye DelashawStifel Nicolaus & Co.Morgan Stanley Wealth Management$80005-27-2010

Showing 1 to 14 of 14 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.