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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Douglas William WarstlerAllstate Financial Services, LLCBanc of America Investment Services, Inc.08-04-2009
Roger Allen St. LiferAllstate Financial Services, LLCBanc of America Investment Services, Inc.$1002-20-2009
Robert A PerconteAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.08-14-2009
Kurt Marcus CarlsonAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.$5006-26-2009
Natasa Crnilovic FriedlandAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.06-11-2009
Kevin Joseph MooreAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.$5005-01-2009
Eric Joseph FlaimAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.04-17-2009
Steven Louis BrennerAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.04-03-2009
Graeme William LambAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.03-27-2009
Daniel Ernest GolandAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.03-27-2009
Brian J. CaldwellAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.03-23-2009
Mary Elizabeth MartinAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.03-20-2009
Rodney Lee CampopianoAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.03-11-2009
Michael Sebastian GorgoneAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.03-09-2009
Jennifer Thom ParkerAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.03-06-2009
Robert Warren Brooks IVAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.$5002-27-2009
Joseph Kennon JayneAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.02-24-2009
Paul Joseph GreeneAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.02-24-2009
Michael James EvanoffAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.$5002-20-2009
Eric H FriedmanAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.02-20-2009
John David KavalerAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.$5001-09-2009
Phillip Patrick SielatyckiAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.$10001-09-2009
Matthew Daniel GreeneAmeriprise Financial Services, LLCBanc of America Investment Services, Inc.01-02-2009
Joshua David HartmanArvest Wealth ManagementBanc of America Investment Services, Inc.$2510-01-2009
Dustin Heath StanleyArvest Wealth ManagementBanc of America Investment Services, Inc.09-15-2009
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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.