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
Adam Everette CrottsWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.07-06-2015
Adam Todd WexlerWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.$10001-10-2017
Aimee Wall ChesterWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.04-10-2014
Alejandro Ariel TorresWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.$5001-07-2013
Amanda Jo SimconisWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.$1010-08-2013
Andrew C. PietWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.$1012-05-2017
Bradley Charles WilliamsWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.04-01-2015
Brett Michael CovertWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.07-23-2013
Brian David PetersWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.11-13-2009
Christopher Ahlgren LawsonWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.11-03-2016
Christopher Scott WaiteWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.12-07-2012
Curtis Leon Lassiter Jr.Wells Fargo Clearing Services, LLCBB&T Investment Services, Inc.07-31-2015
Dale E. DarrWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.06-06-2016
Daniel Clay Quinn Jr.Wells Fargo Clearing Services, LLCBB&T Investment Services, Inc.07-25-2013
David B. EvansWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.10-03-2017
Edward Jerome Bullano Jr.Wells Fargo Clearing Services, LLCBB&T Investment Services, Inc.05-30-2012
Elizabeth Ann UpdikeWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.01-09-2015
Elizabeth Anne MariacaWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.10-02-2012
Eric Holt MonaghanWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.04-11-2016
Eric Roger Williams IIIWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.03-02-2017
Floyd Freeman Pate IIIWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.02-01-2010
Gary W. BoswickWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.$29403-22-2018
George Frank ManiatisWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.02-01-2013
George Patrick FarleyWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.11-10-2014
Gray Keneston DausWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.$10003-01-2010
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Showing 1 to 25 of 60 entries

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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.