Recent industry movement and recruitment activity.
Ryan Schack, who was with Merrill in Ohio and Florida for 19 years, will oversee three Sunshine State offices at Stifel.
Team of four advisors is led by 27-year industry veteran who had worked at the Bank of America company for almost 12 years.
Brother-and-sister team producing $1.5 million join Wells Fargo’s private client group in Springfield, Mo., while a top-ranked woman advisor switched to Ameriprise’s employee channel in Austin.
Three brokers who spent their careers at Goldman and manage about $6.6 billion for some 50 families are moving to a UBS office in the same building, following garden leave.
Milwaukee-based firm has signed the “overwhelming majority” of Kentucky-based Hilliard’s brokers, bringing its sales force to about 1,300 in 34 states.
In shifting Albany market executive Jennifer MacPhee to monitor its training program and Jacksonville market chief Tony Kurlas to manage community markets, Merrill has opened more holes in its branch-management network.
After years of pulling its recruiting horns, UBS landed three advisor groups in Texas, California, and Ohio in March.
Washington State manager Timothy Burnett is at least the third wirehouse complex manager to have joined Raymond James’s employee channel in the past two months.
Broker in Atlanta managed $222 million for Wells customers before jumping to Ameriprise while a Waddell’s Washington State manager joins an independent advisory firm.