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
Craig WeinsteinBank of America Merrill LynchCredit Suisse Wealth Services$17412-06-2012
Jason LloydBank of America Merrill LynchMorgan Stanley Wealth Management$12511-30-2012
Emory Ragsdale, Wade Myatt, Lynde JacksonBank of America Merrill LynchRBC Wealth Management$15211-16-2012
Christine ReillyBank of America Merrill LynchMorgan Stanley Wealth Management$15911-15-2012
David VallieBank of America Merrill LynchMorgan Stanley Wealth Management$16011-14-2012
Dan SandlinBank of America Merrill LynchMorgan Stanley Wealth Management$15111-09-2012
Rebecca Rothstein & TeamBank of America Merrill LynchMorgan Stanley Wealth Management$2,50010-19-2012

Showing 1 to 7 of 7 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.