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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Steven W. LundquistCentaurus Financial, Inc.Ameriprise Financial Services, Inc.$60012-19-2018
Laurens Rhinelander, Simon Lewis, Christopher CohnWells Fargo AdvisorsAmeriprise Financial Services, Inc.$34608-31-2018
Ann Bowers KinderLPL Financial LLCAmeriprise Financial Services, Inc.$25008-08-2018
John Burg, Tamara ColonWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$16107-20-2018
Doug John IrelandMML Investors Services, LLCAmeriprise Financial Services, Inc.$15011-06-2018
Jason William CoddingtonLPL Financial LLCAmeriprise Financial Services, Inc.$10004-22-2019
Antoinette H NaghaviLPL Financial LLCAmeriprise Financial Services, Inc.$10003-21-2019
Antonio Rafael RosadoU.S. Bancorp Investments, Inc.Ameriprise Financial Services, Inc.$10003-14-2019
Jay Kenneth WallickCommonwealth Financial NetworkAmeriprise Financial Services, Inc.$10011-21-2018
Robert Alan CoronaOppenheimer & Co. Inc.Ameriprise Financial Services, Inc.$10009-12-2018
Standar HammondsPruco Securities, LLC.Ameriprise Financial Services, Inc.$10009-11-2018
Stephen Eric WiedemannWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Ameriprise Financial Services, Inc.$10008-31-2018
Desiree Nicole WodickerMorgan StanleyAmeriprise Financial Services, Inc.06-12-2019
George Allen Yackey Jr.SCF Securities, Inc.Ameriprise Financial Services, Inc.05-21-2019
Jessica Elizabeth AbramsLPL Financial LLCAmeriprise Financial Services, Inc.05-13-2019
John Daniel QuinnLPL Financial LLCAmeriprise Financial Services, Inc.05-10-2019
Patrick John McNaughtonMcNaughton Wealth Management, LLCAmeriprise Financial Services, Inc.04-10-2019
Jennifer B. MatthewsMcNaughton Wealth Management, LLCAmeriprise Financial Services, Inc.04-10-2019
Stan Dong Woon ChooPerennial Financial ServicesAmeriprise Financial Services, Inc.03-29-2019
Bridget N. ConlonLPL Financial LLCAmeriprise Financial Services, Inc.03-19-2019
Erica Eileen LaMountainNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, Inc.01-29-2019
Christopher Joseph KoningCWM, LLCAmeriprise Financial Services, Inc.01-03-2019
Maria T ReidMorgan StanleyAmeriprise Financial Services, Inc.12-18-2018
Joshua Robert BeckJ.P. Morgan Securities LLCAmeriprise Financial Services, Inc.12-14-2018
Christopher Anthony ConnellyGlobal Retirement Partners LLCAmeriprise Financial Services, Inc.12-06-2018
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.