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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Rhonda Chavez, Michael Woods, Kevin PittsLPL FinancialWells Fargo Advisors$15008-31-2015
Rhonda Chavez, Jake Carlson, Kevin Pitts, Michael Woods Stratos Wealth PartnersWells Fargo Advisors$16007-28-2015
Daniel WelkerWells Fargo Advisors Financial NetworkUBS Financial Services$8207-14-2015
Juan Ley, Tiffany Callahan Wells Fargo AdvisorsMorgan Stanley Wealth Management$21402-26-2015
Brian Coughlan, Landen Lunsway, Chris Palermo, Andrew ReinhardtBeacon Pointe Wealth AdvisorsCapital Investment Counsel$50011-21-2014
Charles A. SmithAmeriprise FinancialLPL Financial$16511-04-2014
Charles "Chip" PisoniRBC Wealth ManagementBank of America Merrill Lynch$25009-16-2014
Kerina GrahamStratos Wealth PartnersBank of America Merrill Lynch$008-04-2014
Bobbie Meola, Kelly Riley, Tonette EcholsStratos Wealth PartnersWells Fargo Advisors$006-30-2014
Kirk TushausLaSalle St. SecuritiesArMA Financial$6006-11-2014
Mitch Sivertson, Debbie HughesWells Fargo AdvisorsUBS Financial Services $15205-01-2014
John T. Taylor IIIIndependent Financial PartnersRoyal Alliance$11202-10-2014
Steven M. NetzelKalos CapitalMadison Avenue Securities$5501-24-2014
John M. Cartolano Jr.LPL FinancialAmeriprise Financial$20012-10-2013
Theresa E. ChacopulosMorgan Stanley Wealth ManagementWells Fargo Advisors$30210-09-2013
Joseph G. YurgecNPB Financial GroupLPL Financial$20009-19-2013
Abtin ZarrabiBank of America Merrill LynchMorgan Stanley Wealth Management$19209-05-2013
Michael A. ShermanWilliams Financial GroupWedbush Securities$8005-29-2013
Steven Schultz, Scott MerrillUBS Financial ServicesMorgan Stanley Wealth Management$32004-05-2013
Stephanie GreerBank of America Merrill LynchWells Fargo Advisors$18902-14-2013
Gary StringerKalos CapitalFSC Securities$10212-05-2012
Andrew Siegel, Nickolaus Roeschley, William Kulesh Wells Fargo AdvisorsMorgan Stanley Wealth Management$23111-16-2012
Karl Rothermund Raymond JamesMorgan Stanley Wealth Management$8011-12-2012
John CartolanoAmeriprise FinancialLPL Financial$20008-23-2012
John Waszolek, Eric WaszolekRaymond JamesMorgan Stanley Wealth Management$20003-27-2012
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