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
Abdel-Kader Ben-MohamedWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.03-31-2014
Adrian LorenzoWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.01-16-2009
Alan William EpsteinWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$5002-11-2009
Albert Glenn McNortonWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$10003-04-2009
Alberto GonzalezsaintgeoursWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.11-28-2011
Alejandro TrianaWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.09-30-2016
Alfonso Roberto TangherliniWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.04-06-2011
Ali Hanny AbdallahWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.09-05-2013
Allen Frances SchreiberWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$1002-06-2009
Amy Jean EllertsonWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$15003-04-2009
Andre Gail GoddardWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$2503-06-2009
Andrew Mark WayneWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.02-10-2009
Andrew Robert FuhrmanWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$10001-02-2009
Anibal AlvaradoWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.08-06-2019
Anna Alexandrovna DanilovaWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.09-03-2019
Anna M. SchererWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$15006-04-2009
Anthony Conti Jr.Wells Fargo Clearing Services, LLCCitigroup Global Markets Inc.01-09-2009
Anthony Kenneth GreierWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$10001-05-2018
Anthony Paul LibrizziWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$5001-29-2009
Arash GolshaniWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.08-24-2016
Art Anthony IgnacioWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$15003-31-2009
Arthur Theodore Brown Jr.Wells Fargo Clearing Services, LLCCitigroup Global Markets Inc.04-01-2009
Ashby Day Shanks Jr.Wells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$2502-13-2009
Assunta Carmela MennitiWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.03-13-2015
Barbara Elaine SilbermanWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$10001-12-2010
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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.