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.¬ęConsidering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.
|Adviser(s)||Firm joining||Firm leaving||AUM ($M)||Date|
|Melody Foti||Wells Fargo Advisors||Morgan Stanley Wealth Management||$124||01-14-2013|
|Marlene M. Fowler, Christopher F. Fowler||Raymond James||Morgan Stanley Wealth Management||$70||01-13-2013|
|Mark A. Joneson||Berthel Fisher||Multi-Financial Securities||$57||01-11-2013|
|Paul Martin, Alfred Pasaoa, Michael Rowland||Wells Fargo Advisors||Bank of America Merrill Lynch||$267||01-11-2013|
|William Terrell||Bank of America Merrill Lynch||Morgan Stanley Wealth Management||$137||01-11-2013|
|Thomas Besselman, Matt Heinz, Todd Guerin||Kestra Financial||VSR Financial Services||$100||01-09-2013|
|Diane Alecci, Lynn Blanchard||Morgan Stanley Wealth Management||Bank of America Merrill Lynch||$500||01-04-2013|
|Cynthia D. Cowden||NPB Financial Group||Tricor Financial||$300||01-03-2013|
|Tom Wozniak, Doug Freeman||Wells Fargo Advisors||Bank of America Merrill Lynch||$211||01-03-2013|
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.