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|
|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|
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.