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.
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| Adviser(s) | Firm joining | Firm leaving | AUM ($M) | Date |
|---|---|---|---|---|
| Conrad K. Branson | Bank of America Merrill Lynch | Morgan Stanley Smith Barney | $98 | 05-23-2013 |
| Peter R. Benington, Steven C. Benington, Steven R. Cross | Bank of America Merrill Lynch | Morgan Stanley Smith Barney | $240 | 05-23-2013 |
| Michael L. Dolle | Bank of America Merrill Lynch | Wells Fargo Advisors | $160 | 05-23-2013 |
| Lee S. Minsk | Bank of America Merrill Lynch | Wells Fargo Advisors | $104 | 05-23-2013 |
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.
24 May, 2013
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Source: http://data.investmentnews.com/aotm/?W=WHERE%7C11_400b1691%5BBank+of+America+Merrill+Lynch%5D:2_2687055a(gte)%5B2013-05-22%5D:2_2687055a(lte)%5B2013-05-23%5D
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