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|
|Marlene M. Fowler, Christopher F. Fowler||Raymond James||Morgan Stanley Smith Barney||$70||01-28-2013|
|Emory Ragsdale, Wade Myatt, Lynde Jackson||Bank of America Merrill Lynch||RBC Wealth Management||$152||12-17-2012|
|Craig Weinstein||Bank of America Merrill Lynch||Credit Suisse Wealth Services||$174||12-17-2012|
|Chris Queen, Peggy Etheridge, Jason Hofnagel||Wells Fargo Advisors||Morgan Stanley Smith Barney||$206||11-16-2012|
|Michael Koletar||Sovereign Coast Wealth Advisors||Wells Fargo Advisors||$50||11-15-2012|
|Michael Koletar||Sovereign Coast Wealth Advisors||Wells Fargo Advisors||$50||11-14-2012|
|Level Four Group||LPL Financial||Lincoln Financial||$1,000||11-13-2012|
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.