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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 |
|---|---|---|---|---|
| Cynthia M. Boyle, D. Jordan Josey, John N. Boyle | Wells Fargo Advisors | Raymond James | $125 | 03-15-2013 |
| John T. Gilbert III | Hilliard Lyons | Scott & Stringfellow | $140 | 05-31-2012 |
| Dennis Coleman, Thomas Dunleavy | Wells Fargo Advisors | UBS Financial Services | $233 | 04-19-2012 |
| Gary Deese | LPL Financial | Edward Jones | $92 | 11-28-2011 |
| Edward Cook, Robert Hall | Morgan Stanley Smith Barney | UBS Financial Services | N/A | 09-13-2011 |
| Mary Howard, William Perry | Robert W. Baird & Co. | Wells Fargo Advisors | $70 | 06-01-2011 |
| Carolyn Edwards, Roy Seay | Raymond James | UBS Financial Services | $125 | 03-08-2011 |
| Gary Bezilla, Alan Kinney | Wells Fargo Advisors | Bank of America Merrill Lynch | $450 | 11-04-2010 |
Showing 1 to 8 of 8 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.