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
Vega Singlan HuenWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.04-17-2020
Pamela Morotti FinewoodWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$2502-12-2020
Owen Howard WatsteinWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.02-07-2020
Edward Rodney GibsonWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.12-18-2019
Christina Marie O'NeillWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$2512-12-2019
Travere D ParsonsWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.10-01-2019
Anna Alexandrovna DanilovaWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.09-03-2019
James V BotteWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.08-26-2019
Anibal AlvaradoWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.08-06-2019
Rubia Neves DouradoWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.06-20-2019
Olga RyzowyWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.06-20-2019
Sofia E. KostopoulosWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.04-24-2019
Carlos MorloteWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$2511-14-2018
Joseph L. KaramWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$10008-23-2018
Karl Andrew ZimmermanWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.08-16-2018
Meenu GuptaWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.05-18-2018
Phuc Cong TruongWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.03-01-2018
Anthony Kenneth GreierWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$10001-05-2018
David Felipe HernandezWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.01-05-2018
William Hohill SongWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.12-07-2017
Bradley Vaughn LivingstonWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.11-17-2017
Jill Alyse SalvatoreWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.10-09-2017
Croft Anderson MeekerWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.08-25-2017
Jeremy Chris GardunoWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$9407-26-2017
Ryan G. MitchellWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.04-28-2017
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Showing 1 to 25 of 477 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.