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
Zeebah AleshiWells Fargo Clearing Services, LLCMorgan Stanley07-26-2017
Zak William ShapiroWells Fargo Clearing Services, LLCMorgan Stanley12-10-2009
Zachary Stuart AshbeeWells Fargo Clearing Services, LLCMorgan Stanley$10005-31-2012
Zachary Nolan HoyleWells Fargo Clearing Services, LLCMorgan Stanley10-03-2011
Zachary H. TasherWells Fargo Clearing Services, LLCMorgan Stanley03-29-2010
Zachary Benjamin KaplanWells Fargo Clearing Services, LLCMorgan Stanley07-29-2016
Young Kun LimWells Fargo Clearing Services, LLCMorgan Stanley05-03-2019
Yoil Sulieman AwabdehWells Fargo Clearing Services, LLCMorgan Stanley$5004-12-2019
Yale P JosephWells Fargo Clearing Services, LLCMorgan Stanley$5005-14-2015
Wolf Hersh ScheckWells Fargo Clearing Services, LLCMorgan Stanley01-02-2014
Wilmore Emilio MendietaWells Fargo Clearing Services, LLCMorgan Stanley$10007-02-2010
William Thomas Bishop Jr.Wells Fargo Clearing Services, LLCMorgan Stanley$15008-10-2018
William Robert Green Jr.Wells Fargo Clearing Services, LLCMorgan Stanley$1008-03-2016
William Richard PaytonWells Fargo Clearing Services, LLCMorgan Stanley07-19-2013
William Paul SossongWells Fargo Clearing Services, LLCMorgan Stanley09-04-2014
William Patrick CooleyWells Fargo Clearing Services, LLCMorgan Stanley$5005-27-2010
William Patrick Connors Jr.Wells Fargo Clearing Services, LLCMorgan Stanley10-25-2011
William P. Shoaf Jr.Wells Fargo Clearing Services, LLCMorgan Stanley02-08-2013
William Owen Minter IIIWells Fargo Clearing Services, LLCMorgan Stanley05-17-2011
William Neal RobinsonWells Fargo Clearing Services, LLCMorgan Stanley$10008-13-2010
William Michael Peragine IIIWells Fargo Clearing Services, LLCMorgan Stanley09-10-2014
William Ladd Storey IIIWells Fargo Clearing Services, LLCMorgan Stanley$1007-30-2018
William Joseph Pettyjohn IIIWells Fargo Clearing Services, LLCMorgan Stanley07-14-2010
William Joseph HertzogWells Fargo Clearing Services, LLCMorgan Stanley06-26-2009
William Joseph BrowneWells Fargo Clearing Services, LLCMorgan Stanley04-29-2016
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Showing 1 to 25 of 1,660 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.