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
Christopher Patrick TuckerWells Fargo Clearing Services, LLCMorgan Stanley$28201-03-2020
Robert John SeamanWells Fargo Clearing Services, LLCMorgan Stanley$10001-02-2020
Chace Westin MckinneyWells Fargo Clearing Services, LLCMorgan Stanley01-02-2020
James Matthew PrisbyWells Fargo Clearing Services, LLCMorgan Stanley05-24-2019
Glenn Anderson DarrahWells Fargo Clearing Services, LLCMorgan Stanley$15005-17-2019
Allen Clement CrockWells Fargo Clearing Services, LLCMorgan Stanley$5009-28-2018
Kristen Anne FlockenWells Fargo Clearing Services, LLCMorgan Stanley$1003-06-2018
Leo Fredrick LauterbachWells Fargo Clearing Services, LLCMorgan Stanley$5602-16-2018
Jeffrey Thomas GensheimerWells Fargo Clearing Services, LLCMorgan Stanley$10002-16-2018
Kelley Deanna GensheimerWells Fargo Clearing Services, LLCMorgan Stanley02-16-2018
Joseph Eric Swaro Jr.Wells Fargo Clearing Services, LLCMorgan Stanley12-15-2017
Randal William SeligmannWells Fargo Clearing Services, LLCMorgan Stanley$12005-15-2017
Joseph George TurckWells Fargo Clearing Services, LLCMorgan Stanley05-15-2017
Andrew Michael CuprisinWells Fargo Clearing Services, LLCMorgan Stanley04-07-2017
Aaron Joseph TillWells Fargo Clearing Services, LLCMorgan Stanley05-10-2016
Kimberly Ann CristofoliWells Fargo Clearing Services, LLCMorgan Stanley01-22-2016
Brian Scot StevensonWells Fargo Clearing Services, LLCMorgan Stanley$10001-22-2016
Robert Francis StevensonWells Fargo Clearing Services, LLCMorgan Stanley$5001-22-2016
Ryan Timothy ConnellWells Fargo Clearing Services, LLCMorgan Stanley01-22-2016
Jason Samuel KnappWells Fargo Clearing Services, LLCMorgan Stanley$10001-22-2016
Christopher James Desimio Jr.Wells Fargo Clearing Services, LLCMorgan Stanley$10006-12-2015
Deborah Jones HornWells Fargo Clearing Services, LLCMorgan Stanley$2506-12-2015
Istvan Tamoga Jr.Wells Fargo Clearing Services, LLCMorgan Stanley$5002-27-2015
Daniel Lorne WeberWells Fargo Clearing Services, LLCMorgan Stanley$5001-16-2015
Timothy J KoesterWells Fargo Clearing Services, LLCMorgan Stanley01-02-2015
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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.