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
Creighton Michael DraccaWintrust Investments LLCJ.P. Morgan Securities LLC01-10-2020
Westley Werner IllerWintrust Investments LLCJ.P. Morgan Securities LLC07-21-2017
Joseph Anthony VitaleWintrust Investments LLCJ.P. Morgan Securities LLC$10006-30-2017
George Anthanatios RizosWintrust Investments LLCJ.P. Morgan Securities LLC06-30-2017
Evaughn Rose Branham-FerreroWintrust Investments LLCJ.P. Morgan Securities LLC11-14-2016
Justin Michael KlestinskiWintrust Investments LLCJ.P. Morgan Securities LLC05-17-2012
James John RappWintrust Investments LLCJ.P. Morgan Securities LLC07-29-2011
Christopher Paul GilliganWintrust Investments LLCJ.P. Morgan Securities LLC04-21-2011
William RyanWilliam BlairJ.P. Morgan Securities LLC$5010-11-2018
Laura-Min S. ProctorWilliam BlairJ.P. Morgan Securities LLC01-20-2016
Jacqueline Elizabeth MossWilliam BlairJ.P. Morgan Securities LLC07-30-2014
Perry J. MangioneWilliam BlairJ.P. Morgan Securities LLC11-26-2012
Bradford H. PageWilliam BlairJ.P. Morgan Securities LLC03-03-2010
Mark David WheelerWilliam BlairJ.P. Morgan Securities LLC08-24-2009
Vincent Harambasic IIIWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC03-09-2020
Christopher Daniel FerraroWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC11-05-2019
Michael Toth CooneyWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC07-23-2019
Alex W. HelmsWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC07-09-2019
David Elmhurst DoWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC04-30-2019
Giuseppe AnemoneWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC01-29-2018
Felicia FelicianoWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC08-03-2017
Jeremias CorreaWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC07-28-2017
Joon K. ChoWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC06-19-2017
Kelly Nicole FergusonWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC$5012-05-2016
Sarah CorleWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC10-03-2016
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Showing 1 to 25 of 360 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.