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
Aaron Michael MccubbinWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.06-06-2017
Andrew Johnson SutherlandWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$15001-25-2016
Angelo CarloneWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$2511-12-2010
Anthony Arnall MorrisonWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$2507-27-2016
Ashley Cabreros CanesoWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.03-19-2019
Benjamin Haydon Spalding IIIWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$7508-09-2010
Billy Don TuckerWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$2502-23-2012
Brian Joseph CunninghamWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$5010-08-2013
Brooks Edward Tomblin Sr.Wells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$20002-14-2014
Bruce Wayne HaltinnerWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$5006-02-2014
Ceil Vanessa MaddenWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.06-29-2018
Charles Brian MarksonWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$5007-02-2010
Christopher J. ErbeckWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.04-09-2013
Danny Michael BazarWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$5012-11-2014
David Oscar DifilippoWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.05-01-2019
Edward Joseph MoffittWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$5007-16-2013
Ellen Ann PaschalWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.02-10-2016
Geoffrey Case GatlinWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$2502-10-2016
Helen DritakisWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.09-08-2015
Ian Michael McCormickWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.01-08-2016
James Christopher MooreWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$5007-10-2017
Jared Philip ZuflachtWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$5006-28-2019
Jeanette Leann McCormickWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.02-16-2010
Jesse Robert RittenhouseWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.06-01-2010
John Carlos CoutoWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$5010-02-2009
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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.