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.

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

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Rubia Neves DouradoWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$5006-20-2019
Olga RyzowyWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$5006-20-2019
Sofia E. KostopoulosWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$5004-24-2019
Joseph L. KaramWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$10008-23-2018
Anthony Kenneth GreierWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$5001-05-2018
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.$2511-17-2017
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
Margaret Digna RiveraWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$10002-10-2017
William Wright King IIIWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.09-30-2016
Christopher Murrle-PhilippsenWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.09-30-2016
Alejandro TrianaWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.09-30-2016
Kedar Vinayak KokatayWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.08-11-2016
Enrique UlloaWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$5003-31-2016
Christopher Noble HillWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$5009-24-2015
Nicholas Gordon LuceWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.05-29-2015
Assunta Carmela MennitiWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.03-13-2015
John AntonakisWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.03-04-2015
Robert Lynn Taggart IIWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.02-25-2015
Bryon James BotsfordWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.09-25-2014
Todd James DevinWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$15008-04-2014
Christopher Roy MichinakaWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.07-25-2014
Tareq AbdallaWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.07-18-2014
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Showing 1 to 25 of 280 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.

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