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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.
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| Adviser(s) | Firm joining | Firm leaving | AUM ($M) | Date |
|---|---|---|---|---|
| Diane Alecci, Lynn Blanchard | Morgan Stanley Smith Barney | Bank of America Merrill Lynch | $500 | 01-07-2013 |
| Craig Weinstein | Bank of America Merrill Lynch | Credit Suisse Wealth Services | $174 | 12-17-2012 |
| Jason Lloyd | Bank of America Merrill Lynch | Morgan Stanley Smith Barney | $125 | 12-17-2012 |
| Dan Sandlin | Bank of America Merrill Lynch | Morgan Stanley Smith Barney | $151 | 12-17-2012 |
| Christine Reilly | Bank of America Merrill Lynch | Morgan Stanley Smith Barney | $159 | 12-17-2012 |
| David Vallie | Bank of America Merrill Lynch | Morgan Stanley Smith Barney | $160 | 12-17-2012 |
| Paul Tingley | Securities Service Network | Proequities | $350 | 12-26-2012 |
| Emory Ragsdale, Wade Myatt, Lynde Jackson | Bank of America Merrill Lynch | RBC Wealth Management | $152 | 12-17-2012 |
| Jim Clements | Securities America | United Planners Financial Services of America | $100 | 12-19-2012 |
| Carolyn S. Meakem, Traci Meakem Richmond | Raymond James | Wells Fargo Advisors | $200 | 01-07-2013 |
Showing 1 to 10 of 10 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.