Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Ed HanksWells Fargo AdvisorsAmeriprise Financial Services, Inc.$13401-20-2012
Aaron WolsonWells Fargo AdvisorsAmeriprise Financial Services, Inc.$5202-17-2012
John Lupi and AssociatesWells Fargo AdvisorsAmeriprise Financial Services, Inc.$10108-14-2012
Leasha D. Flammio-WatsonWells Fargo AdvisorsAmeriprise Financial Services, Inc.$9003-01-2013
John J. Nelson, Jon T. NelsonWells Fargo AdvisorsAmeriprise Financial Services, Inc.$12504-12-2013
Robert L. BreenWells Fargo AdvisorsAmeriprise Financial Services, Inc.$6311-07-2014
James G. OsborneWells Fargo AdvisorsAmeriprise Financial Services, Inc.$8811-28-2014
John RojasWells Fargo AdvisorsAmeriprise Financial Services, Inc.$7002-06-2015
Brian DuelferWells Fargo AdvisorsAmeriprise Financial Services, Inc.$9702-13-2015
Jim MottelerWells Fargo AdvisorsAmeriprise Financial Services, Inc.$8003-13-2015
James MottelerWells Fargo AdvisorsAmeriprise Financial Services, Inc.$7103-13-2015
David FlandersWells Fargo AdvisorsAmeriprise Financial Services, Inc.$5404-24-2015
Kevin WoodWells Fargo AdvisorsAmeriprise Financial Services, Inc.$15404-30-2015
Karen HigginsWells Fargo AdvisorsAmeriprise Financial Services, Inc.$10204-30-2015
William 'Bill' LukeWells Fargo AdvisorsAmeriprise Financial Services, Inc.$10204-30-2015
Henry ShoresWells Fargo AdvisorsAmeriprise Financial Services, Inc.$6604-30-2015
James WalkerWells Fargo AdvisorsAmeriprise Financial Services, Inc.$5504-30-2015
Kenton McMahonWells Fargo AdvisorsAmeriprise Financial Services, Inc.$16107-17-2015
Glenn KenesWells Fargo AdvisorsAmeriprise Financial Services, Inc.$19007-24-2015
David OdomWells Fargo AdvisorsAmeriprise Financial Services, Inc.$10707-24-2015
Richard BarberWells Fargo AdvisorsAmeriprise Financial Services, Inc.$6307-24-2015
Clare HiattWells Fargo AdvisorsAmeriprise Financial Services, Inc.$5407-24-2015
Jamie SutherlandWells Fargo AdvisorsAmeriprise Financial Services, Inc.$8004-29-2016
Bill AustinWells Fargo AdvisorsAmeriprise Financial Services, Inc.$10905-02-2016
Matthew NeelyWells Fargo AdvisorsAmeriprise Financial Services, Inc.$7809-02-2016
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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.