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
Diane Marilyn MayerWells Fargo Clearing Services, LLCEdward Jones02-13-2009
Joshua Brandon WebbWells Fargo Clearing Services, LLCEdward Jones$1002-19-2009
Jason Lee WilliamsWells Fargo Clearing Services, LLCEdward Jones$10004-17-2009
Richard Paul JasinskiWells Fargo Clearing Services, LLCEdward Jones$2505-11-2009
Michel Lee Bess Jr.Wells Fargo Clearing Services, LLCEdward Jones05-29-2009
Timothy Francis DevlinWells Fargo Clearing Services, LLCEdward Jones06-04-2009
Paul Bernard GrundhoeferWells Fargo Clearing Services, LLCEdward Jones06-05-2009
Carol Lynn ThomasWells Fargo Clearing Services, LLCEdward Jones$10007-31-2009
Carter Page BrooksWells Fargo Clearing Services, LLCEdward Jones$5008-13-2009
Billy Oliver SmithWells Fargo Clearing Services, LLCEdward Jones09-01-2009
Nathan Lewis PritchardWells Fargo Clearing Services, LLCEdward Jones09-14-2009
Christopher Michael BarmannWells Fargo Clearing Services, LLCEdward Jones11-06-2009
Jeffrey Stuart VineyardWells Fargo Clearing Services, LLCEdward Jones$5011-06-2009
Benjamin Nolan Carter IIIWells Fargo Clearing Services, LLCEdward Jones12-01-2009
Terri Lynn SchultzWells Fargo Clearing Services, LLCEdward Jones02-08-2010
Brant Andrew RayWells Fargo Clearing Services, LLCEdward Jones02-12-2010
Francis Patrick Owen Jr.Wells Fargo Clearing Services, LLCEdward Jones02-18-2010
Denise Lynne CliftonWells Fargo Clearing Services, LLCEdward Jones04-09-2010
Ted Andrew MatuszakWells Fargo Clearing Services, LLCEdward Jones05-03-2010
Aaron Virgil RiceWells Fargo Clearing Services, LLCEdward Jones05-03-2010
Patrick Edward MeyerWells Fargo Clearing Services, LLCEdward Jones06-25-2010
Derrick Brandon AldermanWells Fargo Clearing Services, LLCEdward Jones07-06-2010
James T YorkWells Fargo Clearing Services, LLCEdward Jones07-08-2010
Melissa Borne DugasWells Fargo Clearing Services, LLCEdward Jones07-14-2010
Benjamin M PhillipsWells Fargo Clearing Services, LLCEdward Jones07-16-2010
Next Page »

Showing 1 to 25 of 528 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.