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 Clements||Securities America||United Planners Financial Services of America||$100||12-19-2012|
|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|
|Emory Ragsdale, Wade Myatt, Lynde Jackson||Bank of America Merrill Lynch||RBC Wealth Management||$152||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|
|Craig Weinstein||Bank of America Merrill Lynch||Credit Suisse Wealth Services||$174||12-17-2012|
|Carolyn S. Meakem, Traci Meakem Richmond||Raymond James||Wells Fargo Advisors||$200||01-07-2013|
|Paul Tingley||Securities Service Network||Proequities||$350||12-26-2012|
|Diane Alecci, Lynn Blanchard||Morgan Stanley Smith Barney||Bank of America Merrill Lynch||$500||01-07-2013|
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.