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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Courtney L MurphyAmeriprise Financial Services, LLCChase Investment Services Corp.03-23-2012
Lauren Battista DoodemanAmeriprise Financial Services, LLCChase Investment Services Corp.01-27-2012
Deborah Anne HansonBerthel, Fisher & Company Financial Services, Inc.Chase Investment Services Corp.12-09-2011
Logan Ryan CreagerCharles Schwab & Co., Inc.Chase Investment Services Corp.09-27-2010
Thomas Matthew CarneyCharles Schwab & Co., Inc.Chase Investment Services Corp.11-15-2009
Brandi A DowneyChase Investment Services Corp.Chase Investment Services Corp.09-01-2010
Lawrence Edward PiotrowskiChase Investment Services Corp.Chase Investment Services Corp.08-24-2010
Amy Helene BlumerEdward JonesChase Investment Services Corp.05-19-2011
Tania Lynn Campbell-CruserEdward JonesChase Investment Services Corp.12-01-2010
Matthew Raymond DoeringEdward JonesChase Investment Services Corp.11-16-2010
Tracey Ellen HighEssex National Securities, LLCChase Investment Services Corp.06-02-2011
Rodney Dewayne SmithFifth Third Securities, Inc.Chase Investment Services Corp.01-04-2012
Nancy Jane Breeding-EverhartFifth Third Securities, Inc.Chase Investment Services Corp.12-12-2011
Christopher D. CamdenFifth Third Securities, Inc.Chase Investment Services Corp.09-22-2010
Vernon Douglas Isaacs IIIFifth Third Securities, Inc.Chase Investment Services Corp.06-11-2010
Yan FolckFifth Third Securities, Inc.Chase Investment Services Corp.11-03-2009
Melissa J. MccordFifth Third Securities, Inc.Chase Investment Services Corp.10-19-2009
David Allen CouncilFifth Third Securities, Inc.Chase Investment Services Corp.$5008-31-2009
Steven Todd HendersonFifth Third Securities, Inc.Chase Investment Services Corp.05-21-2009
Brandon S. WilliamsonFifth Third Securities, Inc.Chase Investment Services Corp.03-24-2009
Aaron AdcockFirst Allied Securities, Inc.Chase Investment Services Corp.01-16-2012
Chad M WhitlowKey Investment Services LLCChase Investment Services Corp.08-02-2010
Ralph J. MartinezKey Investment Services LLCChase Investment Services Corp.05-19-2010
Lesta Gail AndersenLegend Equities CorporationChase Investment Services Corp.08-10-2012
Christina Ann ThompsonLincoln Financial Advisors CorporationChase Investment Services Corp.12-19-2011
Next Page »

Showing 1 to 25 of 59 entries

Page 1 | 2 | 3

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.