Robert Shwedel, Andrea Roth

Adviser/team AUM: $196,000,000

Move Details

Firm leaving	UBS Financial Services
Firm joining	Wells Fargo Advisors
Adviser(s) location	Walnut Creek, CA
Date announced	November 16, 2012
Transition date	November 01, 2012

Latest Moves to Wells Fargo Advisors

Adviser(s)	Date announced
Teresa M. Brokaw, Donald G. O'Neal, Trent J. O'Neal	April 25, 2013
James P. Butler, James L. Butler, Neil Butler	April 25, 2013
Richard Meadows, Paul Seifert, Micheal Fettig	April 23, 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.