Sponsored By

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
Diane Alecci, Lynn BlanchardMorgan Stanley Wealth ManagementBank of America Merrill Lynch$50001-07-2013
Carolyn S. Meakem, Traci Meakem RichmondRaymond JamesWells Fargo Advisors$20001-07-2013
Paul TingleySecurities Service NetworkProequities$35012-26-2012
Jim ClementsSecurities AmericaUnited Planners Financial Services of America$10012-19-2012
Jason LloydBank of America Merrill LynchMorgan Stanley Wealth Management$12512-17-2012
Dan SandlinBank of America Merrill LynchMorgan Stanley Wealth Management$15112-17-2012
Christine ReillyBank of America Merrill LynchMorgan Stanley Wealth Management$15912-17-2012
David VallieBank of America Merrill LynchMorgan Stanley Wealth Management$16012-17-2012
Emory Ragsdale, Wade Myatt, Lynde JacksonBank of America Merrill LynchRBC Wealth Management$15212-17-2012
Craig WeinsteinBank of America Merrill LynchCredit Suisse Wealth Services$17412-17-2012

Showing 1 to 10 of 10 entries

Page 1

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.