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
Aaron Russell PierceWells Fargo Clearing Services, LLCEdward Jones$1004-26-2013
Andrew Leigh GordonWells Fargo Clearing Services, LLCEdward Jones10-06-2014
Ann Holmes FarrarWells Fargo Clearing Services, LLCEdward Jones07-11-2016
Anne Adkerson SatterfieldWells Fargo Clearing Services, LLCEdward Jones09-02-2015
Betty Barker Schutte-BoxWells Fargo Clearing Services, LLCEdward Jones$2503-21-2013
Brian O'NeillWells Fargo Clearing Services, LLCEdward Jones01-10-2014
Carol Lynn ThomasWells Fargo Clearing Services, LLCEdward Jones$10007-31-2009
Carter Page BrooksWells Fargo Clearing Services, LLCEdward Jones$5008-13-2009
Colby A. NelsonWells Fargo Clearing Services, LLCEdward Jones05-31-2018
Donte C SmithWells Fargo Clearing Services, LLCEdward Jones07-29-2016
Ethan James LoewenWells Fargo Clearing Services, LLCEdward Jones$2501-12-2015
Forrest T. FoxWells Fargo Clearing Services, LLCEdward Jones05-12-2017
George Lee Karnes IIWells Fargo Clearing Services, LLCEdward Jones05-08-2015
Jason Brian SturgillWells Fargo Clearing Services, LLCEdward Jones$5001-09-2020
Jason Lee WilliamsWells Fargo Clearing Services, LLCEdward Jones$10004-17-2009
Jonathan David RoscheWells Fargo Clearing Services, LLCEdward Jones$5004-06-2016
Jordan Phillip LiskeyWells Fargo Clearing Services, LLCEdward Jones03-22-2013
Joshua David ViscontiWells Fargo Clearing Services, LLCEdward Jones10-24-2014
Kenneth G. SnoddyWells Fargo Clearing Services, LLCEdward Jones$2505-03-2013
Kyle J. SiskaWells Fargo Clearing Services, LLCEdward Jones04-26-2013
Lianne Evelyn CarrollWells Fargo Clearing Services, LLCEdward Jones08-13-2012
Lillie Elizabeth LoweryWells Fargo Clearing Services, LLCEdward Jones04-18-2011
Matthew Everett WilsonWells Fargo Clearing Services, LLCEdward Jones01-04-2012
Michael Eugene PaduanoWells Fargo Clearing Services, LLCEdward Jones02-03-2012
Michael Richard MeadsWells Fargo Clearing Services, LLCEdward Jones$3208-01-2016
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Showing 1 to 25 of 37 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.