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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexa Rae HirschhornWells Fargo Clearing Services, LLCCitizens Securities, Inc.12-01-2018
Anna Marie MannaaWells Fargo Clearing Services, LLCCitizens Securities, Inc.08-06-2014
Blake Alex BarkerWells Fargo Clearing Services, LLCCitizens Securities, Inc.11-26-2018
Brian Timothy MackWells Fargo Clearing Services, LLCCitizens Securities, Inc.12-21-2016
Christopher Robert HouselWells Fargo Clearing Services, LLCCitizens Securities, Inc.08-09-2018
Daniel Jason KirkWells Fargo Clearing Services, LLCCitizens Securities, Inc.10-02-2014
Daniel John LorenziniWells Fargo Clearing Services, LLCCitizens Securities, Inc.09-12-2016
David Christopher ArmellinoWells Fargo Clearing Services, LLCCitizens Securities, Inc.06-23-2015
David Thomas CiolfiWells Fargo Clearing Services, LLCCitizens Securities, Inc.11-22-2017
Debbie S. HsuWells Fargo Clearing Services, LLCCitizens Securities, Inc.06-30-2017
Devon Catherine MackinnonWells Fargo Clearing Services, LLCCitizens Securities, Inc.05-24-2017
Douglas John McdermottWells Fargo Clearing Services, LLCCitizens Securities, Inc.11-30-2011
Eileen Marie KeeganWells Fargo Clearing Services, LLCCitizens Securities, Inc.11-26-2012
Eric Peter FrappierWells Fargo Clearing Services, LLCCitizens Securities, Inc.04-04-2019
Froilan Anthony BrittinghamWells Fargo Clearing Services, LLCCitizens Securities, Inc.12-11-2017
Gentian PlakuWells Fargo Clearing Services, LLCCitizens Securities, Inc.08-25-2014
Hakan U. IbisiWells Fargo Clearing Services, LLCCitizens Securities, Inc.10-11-2018
Janine WallaceWells Fargo Clearing Services, LLCCitizens Securities, Inc.09-24-2018
Jason Daniel DevlinWells Fargo Clearing Services, LLCCitizens Securities, Inc.03-22-2010
Jeffrey Austin GottfriedWells Fargo Clearing Services, LLCCitizens Securities, Inc.12-24-2019
John Joseph Hannan IIIWells Fargo Clearing Services, LLCCitizens Securities, Inc.04-20-2012
Kevin D. MarekWells Fargo Clearing Services, LLCCitizens Securities, Inc.11-18-2015
Kevin Darnell NewmuisWells Fargo Clearing Services, LLCCitizens Securities, Inc.$25411-17-2017
Kevin Robert BrzezinskiWells Fargo Clearing Services, LLCCitizens Securities, Inc.10-03-2017
Kyle Patrick HennessyWells Fargo Clearing Services, LLCCitizens Securities, Inc.10-03-2016
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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.