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The advisor joined Wells Fargo's independent network.
March 21 -
Two veteran advisors overseeing over $210 million left the wirehouse this week to join the independent firm that is affiliated with Raymond James.
March 17
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The wirehouse landed another recruit, who had about $500 million in client assets, from its deal to hire Credit Suisse advisors who specialize in Latin American clients.
March 15
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Wells Fargo team now operates independently as ClearTrack Financial Advisors, with securities offered through Raymond James
March 14
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A veteran who worked as broker and recruiter for 20 years joined Securities Americas branch office development recruiting team.
March 10
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Several wirehouse recruits and an independent team moved to the regional firm.
March 9
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The elite Bank of America unit gave one of its division heads a second region to oversee.
March 8
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The recruit who joined the Raymond James-affiliated firm also is one of the single biggest producers to join the regional's independent channel.
March 8
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Total assets for the regional B-D's Individual Investor Group will reach about $40 billion after it merges with Smith Hayes.
March 8
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The wirehouse also recruited three new complex managers from rivals UBS and Deutsche.
March 8
