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
Kristy McGee, Jennifer DayoubRaymond JamesMorgan Stanley Wealth Management$11004-18-2016
Jeremy Newton, Stephen LambBank of America Merrill LynchMorgan Stanley Wealth Management$33003-28-2016
Ron Medaris, Chris GerrishWells Fargo AdvisorsUBS Financial Services$002-25-2016
John McCauleyWells Fargo AdvisorsDeutsche Bank$002-25-2016
John Dix, Karee SampsonU.S. Capital AdvisorsWells Fargo Advisors$002-23-2016
Joseph Klein, Stephen Hines, Doug MastersonU.S. Capital AdvisorsAmegy Bank$1,00002-23-2016
Brian J. ThomasNorthern TrustJPMorgan Chase & Co.$002-22-2016
Geoffrey GatlinWells Fargo AdvisorsRaymond James$16902-18-2016
Jorge EscobedoLPL FinancialCetera$8512-17-2015
Keith Ferguson, Brian Davis, Brian Remson, Allen Ferguson, Jamie MontgomeryRaymond JamesWells Fargo Advisors Financial Network$25011-16-2015
Don Donnally, David GreenmanUBS Financial ServicesJPMorgan Chase & Co.$59011-03-2015
Lee EdsonLPL FinancialSagePoint Financial$5510-30-2015
Ed Lancaster, Mike Lancaster, Dave LancasterRaymond JamesLPL Financial$16610-21-2015
Matt StreiffUBS Financial ServicesMorgan Stanley Wealth Management$9410-09-2015
Neil Short UBS Financial ServicesJPMorgan Chase & Co.$10510-09-2015
Charles R. GreenSagePoint FinancialFirst Western Securities$24010-08-2015
Bob Krumholz, Becca Siegel Bank of America Merrill LynchWells Fargo Advisors$27009-28-2015
Merry Lyn Bagwell, Scott Wicke Raymond JamesWells Fargo Advisors$10009-21-2015
Melanie HousdenLPL FinancialEdward Jones$10009-10-2015
Robert BradfordLPL FinancialLucia Securities$12608-27-2015
Ronnie Rushing, Bradley ScottLPL FinancialSouthwest Securities$14508-05-2015
Robert B. CordiakRBC Wealth ManagementJPMorgan Chase & Co.$16007-20-2015
Dax A. Seale, Amber SealeRaymond JamesEdward Jones$15707-09-2015
Will Leven, Alora Anderson, Anthony Hoff, Ashlee KeglerBank of America Merrill LynchUBS Financial Services$1,30007-02-2015
Barry Schneider, Cris Bera, Chris Dewhurst Bank of America Merrill LynchBarclays$75006-19-2015
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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.