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
Anthony Michael Piglowski Jr.Wells Fargo Clearing Services, LLCKey Investment Services LLC12-16-2019
Julio C RengifoWells Fargo Clearing Services, LLCKey Investment Services LLC11-06-2019
Joshua Melon HarrisWells Fargo Clearing Services, LLCKey Investment Services LLC08-07-2019
Joyce Chemutai-LoveWells Fargo Clearing Services, LLCKey Investment Services LLC08-05-2019
Alexis Jill HowardWells Fargo Clearing Services, LLCKey Investment Services LLC04-02-2019
Jose Luis GonzalezWells Fargo Clearing Services, LLCKey Investment Services LLC02-27-2019
Anne Marie FerraraccioWells Fargo Clearing Services, LLCKey Investment Services LLC10-11-2018
Brandon C MargolisWells Fargo Clearing Services, LLCKey Investment Services LLC06-01-2018
John M. O'Connor Jr.Wells Fargo Clearing Services, LLCKey Investment Services LLC04-11-2018
Daniel Lee WeidenhammerWells Fargo Clearing Services, LLCKey Investment Services LLC04-06-2018
David Alex MastroWells Fargo Clearing Services, LLCKey Investment Services LLC12-12-2017
Roberto Francisco SalazarWells Fargo Clearing Services, LLCKey Investment Services LLC09-29-2017
Christopher Alan BrennenWells Fargo Clearing Services, LLCKey Investment Services LLC06-23-2017
James Patrick ChaseWells Fargo Clearing Services, LLCKey Investment Services LLC06-23-2017
Neal GovernorWells Fargo Clearing Services, LLCKey Investment Services LLC04-18-2017
Mark Eugene FelixWells Fargo Clearing Services, LLCKey Investment Services LLC11-30-2016
Brady J. CusackWells Fargo Clearing Services, LLCKey Investment Services LLC11-21-2016
Justin M. BinionWells Fargo Clearing Services, LLCKey Investment Services LLC10-05-2016
Jared Jeffrey BitnerWells Fargo Clearing Services, LLCKey Investment Services LLC07-19-2016
Jeremy Lee GuayWells Fargo Clearing Services, LLCKey Investment Services LLC04-05-2016
Denise Marie KohlerWells Fargo Clearing Services, LLCKey Investment Services LLC02-26-2016
Hope M. SalinWells Fargo Clearing Services, LLCKey Investment Services LLC11-20-2015
Gregory PienkoszWells Fargo Clearing Services, LLCKey Investment Services LLC11-20-2015
Timothy John PesterWells Fargo Clearing Services, LLCKey Investment Services LLC08-07-2015
Joseph S LeedomWells Fargo Clearing Services, LLCKey Investment Services LLC07-31-2015
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Showing 1 to 25 of 39 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.