Adviser/team AUM: $175,000,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||Robert W. Baird & Co.|
Fair Oaks, CA
|Date announced||June 28, 2012|
|Transition date||June 28, 2012|
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.
Ranked by number of reps
Top 5 Firms
Dorothy Weaver Founder & CEO, Collins Capital
Sandy Lincoln Managing Director and Chief Market Strategist, BMO Asset Management U.S.