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
Albert Frank Codino Jr.LPL Financial LLCAmeriprise Financial Services, LLC$20006-05-2020
Alan Neal TocmanPrivate Client Services, LLCAmeriprise Financial Services, LLC$2503-09-2020
Jason Raymond SaveyPrivate Client Services, LLCAmeriprise Financial Services, LLC03-06-2020
Daniel James O'SheaPrivate Client Services, LLCAmeriprise Financial Services, LLC$5003-06-2020
Jared Michael CohenPrivate Client Services, LLCAmeriprise Financial Services, LLC03-06-2020
Joseph Anthony MadioPrivate Client Services, LLCAmeriprise Financial Services, LLC03-06-2020
Alan Stephen KatkinAXA Advisors, LLCAmeriprise Financial Services, LLC$5003-05-2020
Marc Barrett LevyCetera Advisors LLCAmeriprise Financial Services, LLC02-28-2020
Andrew Paul MargolinCetera Advisors LLCAmeriprise Financial Services, LLC02-28-2020
Catherine McGrathCetera Advisors LLCAmeriprise Financial Services, LLC$1902-28-2020
Christopher Herridge RuskCitigroup Global Markets Inc.Ameriprise Financial Services, LLC02-20-2020
Connor Victor MorelliNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, LLC02-03-2020
Scott Benjamin CohenCharles Schwab & Co., Inc.Ameriprise Financial Services, LLC$20001-13-2020
Anthony Joseph DelgadoMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, LLC12-11-2019
John Mark EnglishInnovative Advisory GroupAmeriprise Financial Services, LLC11-21-2019
Nicholas PriceMorgan StanleyAmeriprise Financial Services, LLC11-11-2019
Christopher DanzerLPL Financial LLCAmeriprise Financial Services, LLC$10011-08-2019
Jonathan Ian EhrlichRaymond James Financial Services, Inc.Ameriprise Financial Services, LLC11-08-2019
Sandy Peter Romeo Jr.LPL Financial LLCAmeriprise Financial Services, LLC10-24-2019
Kimberly Anne AndersonLPL Financial LLCAmeriprise Financial Services, LLC$2510-24-2019
Richard Charles OasterLPL Financial LLCAmeriprise Financial Services, LLC$10010-24-2019
John Lawrence KramerLPL Financial LLCAmeriprise Financial Services, LLC$5010-24-2019
Vladimir Nicolay BoulatnikovLPL Financial LLCAmeriprise Financial Services, LLC$5010-24-2019
Christopher F GintherLPL Financial LLCAmeriprise Financial Services, LLC$2510-24-2019
Ashley M StandishLPL Financial LLCAmeriprise Financial Services, LLC10-24-2019
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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.