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 Benjamin KaplanWells Fargo Clearing Services, LLCMorgan Stanley07-29-2016
Yoil Sulieman AwabdehWells Fargo Clearing Services, LLCMorgan Stanley$5004-12-2019
William Ladd Storey IIIWells Fargo Clearing Services, LLCMorgan Stanley$1007-30-2018
William Eugene YuntWells Fargo Clearing Services, LLCMorgan Stanley06-26-2009
William Eugene SchickWells Fargo Clearing Services, LLCMorgan Stanley$10007-17-2015
William Ernest PrattWells Fargo Clearing Services, LLCMorgan Stanley01-05-2012
William BitsimisWells Fargo Clearing Services, LLCMorgan Stanley01-16-2015
Victoria Regina UngerWells Fargo Clearing Services, LLCMorgan Stanley03-12-2014
Vernon Duane BrownWells Fargo Clearing Services, LLCMorgan Stanley$2510-03-2016
Valerie Renee CollinsWells Fargo Clearing Services, LLCMorgan Stanley09-01-2017
Tuan Minh TranWells Fargo Clearing Services, LLCMorgan Stanley$15006-29-2012
Tory Keith ThomasWells Fargo Clearing Services, LLCMorgan Stanley$2503-05-2012
Tony LemosWells Fargo Clearing Services, LLCMorgan Stanley$15010-23-2009
Toma Lee KayWells Fargo Clearing Services, LLCMorgan Stanley$10005-01-2019
Todd Grant VitaleWells Fargo Clearing Services, LLCMorgan Stanley$15002-27-2015
Todd Easten BartonWells Fargo Clearing Services, LLCMorgan Stanley$12009-01-2016
Todd Brian NewellWells Fargo Clearing Services, LLCMorgan Stanley01-18-2019
Timothy Paul BrownWells Fargo Clearing Services, LLCMorgan Stanley07-13-2012
Timothy C. BurkhartWells Fargo Clearing Services, LLCMorgan Stanley$2509-28-2012
Thomas Wilson MurrayWells Fargo Clearing Services, LLCMorgan Stanley$15009-27-2019
Thomas Paul CharmleyWells Fargo Clearing Services, LLCMorgan Stanley09-16-2016
Thomas L ScottWells Fargo Clearing Services, LLCMorgan Stanley$5005-18-2018
Thomas Jeffrey SodenWells Fargo Clearing Services, LLCMorgan Stanley$5009-16-2016
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Showing 1 to 25 of 305 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.