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|
|Jim Vermilye||Robert W. Baird & Co.||LPL Financial||$85||10-16-2012|
|Ken Belter, Will Schaffler||Robert W. Baird & Co.||Citigroup||$130||10-16-2012|
|Jon Narmi, Charlie Narmi, Theresa Rynaski||Robert W. Baird & Co.||Morgan Stanley Wealth Management||$330||10-16-2012|
|Fred Gartrell||Robert W. Baird & Co.||Charles Schwab||$425||10-16-2012|
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.