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
Abraheim Ahmed AliWells Fargo Clearing Services, LLCPNC Investments08-28-2015
Adam Timothy ClemWells Fargo Clearing Services, LLCPNC Investments07-17-2017
Adrienne M. MedlinWells Fargo Clearing Services, LLCPNC Investments12-02-2013
Afaf A ZaherWells Fargo Clearing Services, LLCPNC Investments12-06-2013
Alexandra Isabelle AscioneWells Fargo Clearing Services, LLCPNC Investments$2504-27-2011
Allan Jay Thompson Jr.Wells Fargo Clearing Services, LLCPNC Investments12-14-2012
Andrea D. MilanoWells Fargo Clearing Services, LLCPNC Investments06-03-2013
Andres M. VitalisWells Fargo Clearing Services, LLCPNC Investments08-15-2013
Andrew MuncyWells Fargo Clearing Services, LLCPNC Investments04-17-2017
Angela Ruth Johnson-MooreWells Fargo Clearing Services, LLCPNC Investments$2509-18-2012
Anthony Joseph PochowskiWells Fargo Clearing Services, LLCPNC Investments07-10-2013
Anthony Peter Iuso IIIWells Fargo Clearing Services, LLCPNC Investments$5003-23-2011
April Lain-Show WuWells Fargo Clearing Services, LLCPNC Investments11-20-2018
Ari Nathaniel ZwebenWells Fargo Clearing Services, LLCPNC Investments07-22-2013
Ayman SaadWells Fargo Clearing Services, LLCPNC Investments06-05-2017
Babak HaghighiWells Fargo Clearing Services, LLCPNC Investments08-07-2017
Benjamin M. DelpWells Fargo Clearing Services, LLCPNC Investments05-11-2016
Bethany Anne SchmittelWells Fargo Clearing Services, LLCPNC Investments10-26-2015
Bradford Scott UmbargerWells Fargo Clearing Services, LLCPNC Investments06-10-2011
Brandon J. JohnsonWells Fargo Clearing Services, LLCPNC Investments06-15-2016
Brent Willis MaceWells Fargo Clearing Services, LLCPNC Investments09-11-2012
Brian Grant VassalluzzoWells Fargo Clearing Services, LLCPNC Investments01-21-2011
Brian Joseph DinkaWells Fargo Clearing Services, LLCPNC Investments05-31-2017
Brian Joseph FuchsWells Fargo Clearing Services, LLCPNC Investments07-09-2015
Brian Paul BowcockWells Fargo Clearing Services, LLCPNC Investments07-12-2016
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Showing 1 to 25 of 208 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.