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.

«Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Carolyn French, Byron ReyesProspera Financial ServicesUBS Financial Services$15008-28-2018
Shawn SabelhausProspera Financial ServicesEdward Jones$14008-28-2018
Luke Tolson, Brian FoxProspera Financial ServicesMorgan Stanley Wealth Management$6508-28-2018
John Becker, Patrick Suffern, Brian Becker, Timothy McLanahanProspera Financial ServicesM Holdings Securities$84006-11-2018
David OakesProspera Financial ServicesWells Fargo Advisors$5503-13-2018
Troy HartmanProspera Financial ServicesWells Fargo Advisors$7002-23-2018
Jay SlouffmanProspera Financial ServicesEdward Jones$18611-03-2017
Robin Foreman, Kristina DunnProspera Financial ServicesSummit Brokerage Services$8003-27-2017
C. Robert Bennett, Holly JensenProspera Financial ServicesWells Fargo Advisors$6502-27-2017
McCall McGuireProspera Financial ServicesSummit Brokerage Services$7302-15-2017
Travis GodleyProspera Financial ServicesUBS Financial Services$15302-09-2017
Doug Charney, Freddy CassiviProspera Financial ServicesWells Fargo Advisors$19008-30-2016
Walter Meranze, Ken Dysart, Sean GogolaProspera Financial ServicesWells Fargo Advisors$1,20006-30-2016
David BennetteProspera Financial ServicesWells Fargo Advisors$5005-01-2016
Andrew Toshie, Steve AlmondProspera Financial ServicesSterne Agee$1,00001-25-2016
David McMahanProspera Financial ServicesCapital Guardian$32301-12-2016
Michael ArnoldProspera Financial ServicesBank of America Merrill Lynch$14012-08-2015
John CrookProspera Financial ServicesRaymond James$8508-05-2015
Gregory MeadowsProspera Financial ServicesMorgan Stanley Wealth Management$6007-27-2015
D. Paterson CopeProspera Financial ServicesRaymond James$6004-17-2015
John M. GregoryProspera Financial ServicesCitigroup$5004-13-2015
Chris FlanaganProspera Financial ServicesCitigroup$10004-08-2015
Christopher E. GayeProspera Financial ServicesC. E. Gaye and Sons Securities$20001-21-2014
Scott PyleProspera Financial ServicesRaymond James$10011-06-2013
The Bishoff Financial GroupProspera Financial ServicesLPL Financial$13006-03-2013
Next Page »

Showing 1 to 25 of 34 entries

Page 1 | 2

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.