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
Joseph JiovenettaMorgan Stanley Wealth ManagementValmark Securities$13011-10-2016
Ed HeckerStifel Nicolaus & Co.UBS Financial Services$6011-10-2016
Ken FurstMorgan Stanley Wealth ManagementStifel Nicolaus & Co.$28010-28-2016
Jeff Cohen, Christian Clinton, Jena Burrows Robert W. Baird & Co.Wells Fargo Advisors$34310-26-2016
Alejandro Triana, Christopher Murrle, Carlos SaitcevskyWells Fargo AdvisorsCitigroup$60009-30-2016
Brad Weinman Bank of America Merrill LynchMorgan Stanley Wealth Management$24009-26-2016
Eddie Carreno, Miguelina CorripioMorgan Stanley Wealth ManagementCitigroup$17509-23-2016
Michael Dadko Janney Montgomery ScottUBS Financial Services$11209-22-2016
Rajeev Dhillon, Joseph LeskoWells Fargo AdvisorsJ.P. Morgan Securities LLC$25309-21-2016
Henrique Pinheiro, Diogo ScelzaBolton Global CapitalWells Fargo Advisors$18509-16-2016
Elizabeth van Walleghem, Thomas ButlerMAXIMAI Investment PartnersBank of America Merrill Lynch$55009-13-2016
Michael BondLPL Financial Charles Schwab$10008-24-2016
Richard W. HeagenLPL Financial Summit Brokerage Services$6008-22-2016
Frank CoussensAmeriprise FinancialBank of America Merrill Lynch$13208-19-2016
Thomas MaysRaymond JamesBank of America Merrill Lynch$10508-07-2016
Eric LingLPL Financial USAAA Financial Advisors$9007-29-2016
Frank Urban, David HansonRaymond JamesMorgan Stanley Wealth Management$12507-21-2016
Oscar GuevaraBolton Global CapitalBank of America Merrill Lynch$8007-18-2016
Scott Ramo, Valerie RamoRBC Wealth ManagementRaymond James$30007-13-2016
William Haring, Bradley HaringRBC Wealth ManagementMorgan Stanley Wealth Management$12407-13-2016
Chris Jones, Dan HoffeWells Fargo AdvisorsJPMorgan Chase & Co.$28007-04-2016
Martin MooreAmeriprise FinancialUBS Financial Services$12007-01-2016
Tanya Duarte, Archibaldo VasquezBolton Global CapitalBank of America Merrill Lynch$22506-20-2016
Felipe BallestasBolton Global CapitalBank of America Merrill Lynch$17506-18-2016
Alex AstudilloBolton Global CapitalBank of America Merrill Lynch$17305-31-2016
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Showing 1 to 25 of 229 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.