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
Marcin Piotr KapralAmeriprise Financial Services, LLCBMO Harris Financial Advisors, Inc.07-30-2013
Daniel Michael HarrisAmeriprise Financial Services, LLCBMO Harris Financial Advisors, Inc.$5009-16-2011
Colin Richard BoschBankers Life Securities, Inc.BMO Harris Financial Advisors, Inc.10-04-2016
Gregg Mckinley LuncefordBMO Harris Financial Advisors, Inc.BMO Harris Financial Advisors, Inc.$10004-06-2016
Rosanne Marie PeelBMO Harris Financial Advisors, Inc.BMO Harris Financial Advisors, Inc.01-12-2016
Jean Anne GollaBMO Harris Financial Advisors, Inc.BMO Harris Financial Advisors, Inc.01-11-2016
Brian James BushnellCambridge Investment Research, Inc.BMO Harris Financial Advisors, Inc.11-27-2015
Gregory Lee DavisCetera Investment Services LLCBMO Harris Financial Advisors, Inc.$709-10-2019
Brian K GreggChase Investment Services Corp.BMO Harris Financial Advisors, Inc.07-30-2012
Robert James CullenCitigroup Global Markets Inc.BMO Harris Financial Advisors, Inc.01-10-2019
Christina M. RinconCitigroup Global Markets Inc.BMO Harris Financial Advisors, Inc.05-27-2016
Jacob Ryan HernandezCUNA Brokerage Services, Inc.BMO Harris Financial Advisors, Inc.04-15-2020
Samantha Dawn OwensEdward JonesBMO Harris Financial Advisors, Inc.$108-09-2019
Kenneth Scott RobbinsFidelity Brokerage Services LLCBMO Harris Financial Advisors, Inc.01-17-2017
Jonathan Erik JamesFifth Third Securities, Inc.BMO Harris Financial Advisors, Inc.07-25-2019
Richard KuzniarFifth Third Securities, Inc.BMO Harris Financial Advisors, Inc.$8010-16-2017
James J FalcioneFifth Third Securities, Inc.BMO Harris Financial Advisors, Inc.06-15-2017
Eric Christian AndersFifth Third Securities, Inc.BMO Harris Financial Advisors, Inc.04-19-2017
Stewart Earl SchraderFifth Third Securities, Inc.BMO Harris Financial Advisors, Inc.$1203-22-2017
Stephen John TemmerFifth Third Securities, Inc.BMO Harris Financial Advisors, Inc.$15006-24-2009
James Robert Ray Jr.IHT Wealth Management LLCBMO Harris Financial Advisors, Inc.04-24-2018
James V. Petitpren IIIHT Wealth Management LLCBMO Harris Financial Advisors, Inc.10-27-2016
Henry Meyer IIIInfinex Investments, Inc.BMO Harris Financial Advisors, Inc.06-14-2016
Mario A. BearJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.01-23-2019
Fredrick A. CirilloJ.P. Morgan Securities LLCBMO Harris Financial Advisors, Inc.07-13-2018
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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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.