James McKenzie, Ricardo Quiros, Mauricio Rubio

Adviser/team AUM: $235,000,000

Gross annual production/TTM: $2,100,000

Move Details

Firm leaving	Morgan Stanley Smith Barney
Firm joining	Bank of America Merrill Lynch
Adviser(s) location	Weston, FL
Date announced	July 25, 2012
Transition date	May 31, 2012

Latest Moves to Bank of America Merrill Lynch

Adviser(s)	Date announced
Todd Havill	April 16, 2013
Jonathan Greer	April 16, 2013
Arthur Cahill, Stefen Benincasa	April 16, 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.