Advisers on the Move

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
Daniel P NowakU.S. Bancorp Investments, Inc.Chase Investment Services Corp.10-01-2012
Timothy Michael HainesU.S. Bancorp Investments, Inc.Chase Investment Services Corp.09-28-2012
Ian A. GeevesU.S. Bancorp Investments, Inc.Chase Investment Services Corp.07-03-2012
Eric Michael YudisU.S. Bancorp Investments, Inc.Chase Investment Services Corp.$5005-31-2012
Robert Kenyon Spears Jr.U.S. Bancorp Investments, Inc.Chase Investment Services Corp.$2503-26-2012
Aaron T OlsonU.S. Bancorp Investments, Inc.Chase Investment Services Corp.03-12-2012
Adam Jansen FowlerU.S. Bancorp Investments, Inc.Chase Investment Services Corp.10-06-2011
Jeffrey David LammertU.S. Bancorp Investments, Inc.Chase Investment Services Corp.10-03-2011
Jane Connelly LoebU.S. Bancorp Investments, Inc.Chase Investment Services Corp.08-17-2011
Wayne Timothy RoysU.S. Bancorp Investments, Inc.Chase Investment Services Corp.$1008-02-2011
Jeffrey N. McWhorterU.S. Bancorp Investments, Inc.Chase Investment Services Corp.08-02-2011
Matthew Paul GieslerU.S. Bancorp Investments, Inc.Chase Investment Services Corp.07-12-2011
Chester Anthony WinnU.S. Bancorp Investments, Inc.Chase Investment Services Corp.06-30-2011
Anastacio Gamino Jr.U.S. Bancorp Investments, Inc.Chase Investment Services Corp.06-30-2011
Tammi Adele DaubyU.S. Bancorp Investments, Inc.Chase Investment Services Corp.06-30-2011
Kenneth Rick CraigU.S. Bancorp Investments, Inc.Chase Investment Services Corp.06-15-2011
Carol Helen LarsonU.S. Bancorp Investments, Inc.Chase Investment Services Corp.05-31-2011
Kenneth Ray Koger Jr.U.S. Bancorp Investments, Inc.Chase Investment Services Corp.05-31-2011
Bertha Silvya GardinerU.S. Bancorp Investments, Inc.Chase Investment Services Corp.05-13-2011
Terry L. ThomasonU.S. Bancorp Investments, Inc.Chase Investment Services Corp.05-03-2011
Daryl Allan SalcedoU.S. Bancorp Investments, Inc.Chase Investment Services Corp.05-02-2011
Troy Allen BystolU.S. Bancorp Investments, Inc.Chase Investment Services Corp.04-18-2011
Caleb C. MaherU.S. Bancorp Investments, Inc.Chase Investment Services Corp.04-15-2011
Ernest Albert NewmanU.S. Bancorp Investments, Inc.Chase Investment Services Corp.04-11-2011
Eric Michael SheffronU.S. Bancorp Investments, Inc.Chase Investment Services Corp.03-16-2011
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Showing 1 to 25 of 88 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.