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
Ted Andrew ScharchUBS Financial Services Inc.Banc of America Investment Services, Inc.$15001-02-2009
Matthew Daniel GreeneAmeriprise Financial Services, Inc.Banc of America Investment Services, Inc.01-02-2009
Aaron Gilmer FullerUBS Financial Services Inc.Banc of America Investment Services, Inc.$50001-05-2009
Neil Lawrence BrownNewbridge Securities CorporationBanc of America Investment Services, Inc.01-05-2009
Jeffrey David LabbeEdward JonesBanc of America Investment Services, Inc.$50001-07-2009
Thomas Richard MahowskiWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Banc of America Investment Services, Inc.$10001-08-2009
Phillip Patrick SielatyckiAmeriprise Financial Services, Inc.Banc of America Investment Services, Inc.$10001-09-2009
John David KavalerAmeriprise Financial Services, Inc.Banc of America Investment Services, Inc.$50001-09-2009
Edward Michael GazarianCommonwealth Financial NetworkBanc of America Investment Services, Inc.$50001-09-2009
Janis Sizemore JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Banc of America Investment Services, Inc.01-09-2009
Robert James RuscickPNC InvestmentsBanc of America Investment Services, Inc.01-09-2009
Jared Severin JohnsonPlanMember Securities CorporationBanc of America Investment Services, Inc.$10001-15-2009
Gerard Joseph Hayes Jr.Prospera Financial Services, Inc.Banc of America Investment Services, Inc.$50001-16-2009
Robert Joseph PattersonSunTrust Investment Services, Inc.Banc of America Investment Services, Inc.01-16-2009
Curtis Verdell LundHilltop Securities Independent Network Inc.Banc of America Investment Services, Inc.$37001-22-2009
Ines RossWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Banc of America Investment Services, Inc.01-23-2009
Renato Mielak BoacWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Banc of America Investment Services, Inc.$50001-26-2009
Jeffrey Robert MisholInvestors Capital Corp.Banc of America Investment Services, Inc.$10001-27-2009
Lee Wayne HillEdward JonesBanc of America Investment Services, Inc.$10001-30-2009
Thomas Reese NewbreyLPL Financial LLCBanc of America Investment Services, Inc.$10001-30-2009
Hugh Francis BreslinUBS Financial Services Inc.Banc of America Investment Services, Inc.$10001-30-2009
Stuart SchwartzOppenheimer & Co. Inc.Banc of America Investment Services, Inc.$15001-30-2009
Timothy Brian MaguireMorgan Keegan & Company, Inc.Banc of America Investment Services, Inc.01-30-2009
Philip Charles Allen Jr.UBS Financial Services Inc.Banc of America Investment Services, Inc.01-30-2009
Scott Brian AustinMorgan Stanley & Co. IncorporatedBanc of America Investment Services, Inc.$25002-01-2009
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Showing 1 to 25 of 404 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.