William Norris, Shawn Smith

The Smith Norris Group

Adviser/team AUM: $640,000,000

Move Details

Firm leaving	Charles Schwab
Firm joining	Robert W. Baird & Co.
Adviser(s) location	Boulder, CO
Date announced	April 11, 2012
Transition date	October 04, 2011
Source	Robert W. Baird & Co.

Latest Moves to Robert W. Baird & Co.

Adviser(s)	Date announced
Gerald D. Brennan, James R. Seidel, Lynn L. Kittelson	May 14, 2013
Malcolm H. Liles, William N. Liles, Sherri A. Minunno	May 14, 2013
Kevin Phillips	February 26, 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.