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
Anthony A. VidalWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC10-24-2019
Cesarina BurgosWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC10-03-2019
Jonathan J PezoWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC12-05-2018
Robert Carmine ZitoWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC09-21-2018
Jorge G SilvaWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC$10009-18-2018
Alexandra M PanoraWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC$10009-12-2018
Richard Young SunwooWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC$15009-12-2018
Jessy S. MogroWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC$15009-11-2018
Jose J. OliveiraWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC$50009-10-2018
Jeff J ShiWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC09-10-2018
Alcides H. Gonzalez VillatoroWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC07-19-2018
Bonnie Lynn AnteloWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC07-09-2018
Veronica H CarrasquilloWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC07-03-2018
Aneudy Agustin PayanoWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC05-01-2018
Joseph Barnett MillerWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC03-19-2018
Naseema SharifWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC03-19-2018
Mike Steve CepedaWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC02-28-2018
Kirk G WelcomeWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC$15011-17-2017
Francisco J. PatinoWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC10-26-2017
Andrew Paul KousourosWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC$15010-03-2017
Brian Joseph ViscontiWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC10-03-2017
Iliasser Robin AriasWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC$15009-29-2017
Adam Ross LevyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC$50006-30-2017
Colleen Marie Glavin-BeinerWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC$15005-12-2017
Jody-Ann Kadeen Daley-RileyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)J.P. Morgan Securities LLC03-20-2017
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Showing 1 to 25 of 61 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.