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
Adam B. MayfieldWells Fargo Clearing Services, LLCChase Investment Services Corp.03-30-2012
Adrienne LeeWells Fargo Clearing Services, LLCChase Investment Services Corp.$2502-27-2009
Alberto ValdesWells Fargo Clearing Services, LLCChase Investment Services Corp.09-03-2010
Aleksey Vladimirovich ShirmanWells Fargo Clearing Services, LLCChase Investment Services Corp.03-30-2012
Alvaro J. SuarezWells Fargo Clearing Services, LLCChase Investment Services Corp.09-14-2012
Andrea Hughes PerrymanWells Fargo Clearing Services, LLCChase Investment Services Corp.01-07-2011
Andrew RaskinWells Fargo Clearing Services, LLCChase Investment Services Corp.$1007-19-2012
Anne Maureen DebowesWells Fargo Clearing Services, LLCChase Investment Services Corp.07-01-2011
Annette Louise YoungWells Fargo Clearing Services, LLCChase Investment Services Corp.12-05-2011
Anthony Thuy BuiWells Fargo Clearing Services, LLCChase Investment Services Corp.02-10-2012
Artono BudhimanWells Fargo Clearing Services, LLCChase Investment Services Corp.07-27-2012
Augustine Ruben AzevedoWells Fargo Clearing Services, LLCChase Investment Services Corp.04-21-2011
Bradley Clement HargraveWells Fargo Clearing Services, LLCChase Investment Services Corp.$10002-04-2011
Brandon Joseph SmithWells Fargo Clearing Services, LLCChase Investment Services Corp.06-15-2012
Brandy Jean Boyles-VazquezWells Fargo Clearing Services, LLCChase Investment Services Corp.05-17-2011
Brian Joseph McPartlinWells Fargo Clearing Services, LLCChase Investment Services Corp.$5005-27-2010
Brian Lee RobisonWells Fargo Clearing Services, LLCChase Investment Services Corp.07-15-2011
Brian Louis BollWells Fargo Clearing Services, LLCChase Investment Services Corp.05-21-2009
Carlos Alicea Jr.Wells Fargo Clearing Services, LLCChase Investment Services Corp.09-05-2012
Carlos Alvarez IIIWells Fargo Clearing Services, LLCChase Investment Services Corp.01-11-2012
Carlos Ivan FierroWells Fargo Clearing Services, LLCChase Investment Services Corp.$1005-25-2012
Charles Maxwell CoxWells Fargo Clearing Services, LLCChase Investment Services Corp.04-01-2011
Charles TramantanoWells Fargo Clearing Services, LLCChase Investment Services Corp.05-09-2012
Cheryl Lois ScoutWells Fargo Clearing Services, LLCChase Investment Services Corp.03-01-2011
Christian ChaseyWells Fargo Clearing Services, LLCChase Investment Services Corp.10-04-2010
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Showing 1 to 25 of 185 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.