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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.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Cott, Donald NejedlyMorgan Stanley Wealth ManagementRBC Wealth Management$25001-22-2014
J. Patrick KearnsMorgan Stanley Wealth ManagementFulcrum Securities$18501-22-2014
Rodney A. SimmsGradient Capital AdvisorsAmeriprise Financial$18001-22-2014
Christopher Englebert, Daniel ReitzBeirne Wealth ConsultingMorgan Stanley Wealth Management$25001-22-2014

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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.