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
Theodore Keith Barnhart Jr.Barnhart Investment AdvisoryCharles Schwab & Co., Inc.03-25-2009
Brian Joseph OwenBJO Wealth Management LLC.Charles Schwab & Co., Inc.10-07-2013
Mark Stephen McCallumBMO Harris Financial Advisors, Inc.Charles Schwab & Co., Inc.$5003-01-2016
Ilya Igorevich YeverovichChase Investment Services Corp.Charles Schwab & Co., Inc.12-07-2009
John C. McChesneyChurchill Management GroupCharles Schwab & Co., Inc.06-09-2017
Nancy Ann ConleyConley Advisors, IncCharles Schwab & Co., Inc.04-09-2010
Joseph Shane ContornoContorno Capital Management LLCCharles Schwab & Co., Inc.06-01-2010
Justin S. PalettE*TRADE Securities LLCCharles Schwab & Co., Inc.07-01-2015
Gregory John KruseFarmers Financial Solutions, LLCCharles Schwab & Co., Inc.04-23-2012
Khyla Priscilla BarnesFidelity Brokerage Services LLCCharles Schwab & Co., Inc.06-15-2015
Andrew Phillip DidierFidelity Brokerage Services LLCCharles Schwab & Co., Inc.$1002-12-2015
Ryan Patrick VandenbergFidelity Brokerage Services LLCCharles Schwab & Co., Inc.10-09-2014
Mark James RamsethFifth Third Securities, Inc.Charles Schwab & Co., Inc.09-19-2019
Neal Robert GobyFifth Third Securities, Inc.Charles Schwab & Co., Inc.08-27-2019
Tony KangFifth Third Securities, Inc.Charles Schwab & Co., Inc.07-07-2010
Britt Ryan AndrosGoldman Sachs & Co.Charles Schwab & Co., Inc.08-06-2018
Brendan M. SullivanHighTower Securities, LLCCharles Schwab & Co., Inc.$1007-31-2015
Ethan R. MorrisJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.02-18-2020
Troy Andrew ThuesonJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.07-24-2019
Jack RubleJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.02-12-2019
Brett Lee SchulzJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.$15012-04-2018
Aram Michael TopalianJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.11-27-2018
Cameron Lawrence WheelerJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.08-30-2018
Linda Silverman TarbetJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.08-21-2018
Jonathan Raymond JanskyJ.P. Morgan Securities LLCCharles Schwab & Co., Inc.07-24-2018
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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.