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
Jerome RepovzSummit Brokerage ServicesSecurities America$5512-10-2012
Richard Prybyl, Richard Farr, Steve HeadrickMorgan Stanley Wealth ManagementBank of America Merrill Lynch$24812-07-2012
Jeff Faucette, Tony WilliamsRaymond JamesBank of America Merrill Lynch$12412-07-2012
Craig WeinsteinBank of America Merrill LynchCredit Suisse Wealth Services$17412-06-2012
Nancy Buttweiler, Kristopher Schultz, David PetersonMorgan Stanley Wealth ManagementBank of America Merrill Lynch$14112-03-2012
Jason LloydBank of America Merrill LynchMorgan Stanley Wealth Management$12511-30-2012
Sherri Stansbury, Carey StansburyRoyal AllianceNext Financial$23511-30-2012
Luis Fuentes, Christopher Fuentes, Rosario HondermannMorgan Stanley Wealth ManagementBank of America Merrill Lynch$37311-30-2012
David HeathCapital Investment Co.Triad Advisors$011-29-2012
John DiCiaccio, Leah Thomson Snell, Jon LaMothe, Luis GonzalezSnowden Capital AdvisorsBank of America Merrill Lynch$50011-26-2012
Philip T. Maurer, David M. Kushner, Barbara MaurerRaymond JamesMorgan Stanley Wealth Management$14611-23-2012
Howard ShallcrossMorgan Stanley Wealth ManagementBarclays Wealth$8011-23-2012
Vince Costanzo, Rex MackMorgan Stanley Wealth ManagementBank of America Merrill Lynch$11511-23-2012
Brant Giere, Lisa SzucsMorgan Stanley Wealth ManagementBank of America Merrill Lynch$21011-20-2012
Emory Ragsdale, Wade Myatt, Lynde JacksonBank of America Merrill LynchRBC Wealth Management$15211-16-2012
Ziv Ohel, Bill DuncanAmeriprise FinancialMorgan Stanley Wealth Management$27511-16-2012
Levent Bayrasli, Russell SmithAmeriprise FinancialBank of America Merrill Lynch$9511-16-2012
Matthew Hanshaw, Taylor Ranker, Alfred VaranoRoyal AllianceNational Planning$32511-16-2012
Angelo Talebi, Artin BandariRoyal AllianceLPL Financial$23011-16-2012
Lou Ingargiola, Sean McAndrewCommonwealth Financial NetworkLPL Financial$7011-15-2012
Robert Ellis, Joseph Ellis, Joshua Britt, Aaron Mabon, Summer ParmerCommonwealth Financial NetworkLPL Financial$15011-15-2012
Christine ReillyBank of America Merrill LynchMorgan Stanley Wealth Management$15911-15-2012
Tony Fusco, Kevin Fusco, David Matthews, Steven Moore, Donna Childress, Michelle Dumler, Ascenza DiFerdinandoRaymond JamesLPL Financial$23011-15-2012
Michael MullisSecurities AmericaLPL Financial$22311-15-2012
David VallieBank of America Merrill LynchMorgan Stanley Wealth Management$16011-14-2012
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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.