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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
Pamela Lynn Abraham, Jack E. Thomas, Trevor R. SwartzHightower AdvisorsBank of America Merrill Lynch$80008-14-2014
Jerome WallInvestacorpLincoln Financial$5007-28-2014
Christopher Fluehr, Jason Mamalis Raymond JamesWells Fargo Advisors$20007-18-2014
Gary Vescio, Brandon LevineRaymond JamesUBS Financial Services$10007-18-2014
Dante NeyraMorgan Stanley Wealth ManagementBank of America Merrill Lynch$007-10-2014
Linda GoodsonMorgan Stanley Wealth ManagementWells Fargo Advisors$11007-10-2014
Bill Gear, Ben BuchananWells Fargo AdvisorsBank of America Merrill Lynch$16007-08-2014
Jeffery Tomaszewski, Gary A. RigbyRaymond JamesBank of America Merrill Lynch$28005-19-2014
Paul AuslanderNFP Advisor Services GroupFoothill Securities$7005-01-2014
Michael Cohen, Benjamin CohenRaymond JamesJ.P. Morgan Securities LLC$64004-08-2014
Julio Castro, Michael Cozene, Arthur NodererEvercore Wealth ManagementSuntrust Investment Services$004-07-2014
Ileana D. PlattRBC Wealth ManagementBarclays Wealth$24004-04-2014
David BeharMorgan Stanley Wealth ManagementUBS Financial Services$20003-27-2014
David Huffman, Aimee BoggsRaymond JamesMorgan Stanley Wealth Management$18003-18-2014
Tom Bedor, Laren BedorBenjamin F. Edwards & Co.Wells Fargo Advisors$001-23-2014
S. Benjamin Weiner, Michael Hlavek, Duke Marsh, Daniel IosueRaymond JamesMorgan Stanley Wealth Management$55001-14-2014
Daniel J. RodriguezBank of America Merrill LynchWells Fargo Advisors$012-16-2013
Garth IveyInvestacorpLincoln Financial$4512-02-2013
Patrick Buchanan, Dominic Nori, Adam GoldsteinRaymond JamesLPL Financial$31011-12-2013
Elyssa Kupferberg Barclays WealthMBSC Securities$010-23-2013
Eric Zeitlin, Todd Moll, Lee Hediger, Scott MontgomeryRaymond JamesWalnut Street Securities$1,00010-17-2013
Al Maulini, Joseph ToranoMorgan Stanley Wealth ManagementHSBC Private Bank$12110-01-2013
Richard F. TrasportING Financial PartnersRoyal Alliance$7009-26-2013
Frankie BrinING Financial PartnersWalnut Street Securities$6009-26-2013
Gordon Kellam, Steven CereBB&T SecuritiesBank of America Merrill Lynch$009-24-2013
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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.