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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alexsia Emmanuel SkinarakisWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.03-08-2017
Steven Farnham CollinsWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.$2501-22-2016
Sammi Ellyn GoldsteinWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.01-15-2016
Aubrey Claire RobertsonWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.01-15-2016
Joseph William McCarthyWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.10-07-2015
Brian Michael KenneyWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.10-02-2015
Daniel Lawrence PimentalWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.$10010-02-2015
Susan Alice SkahanWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.10-02-2015
Bradley Craig BrailWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.$2509-25-2015
Daniel Lawrence Croghan Jr.Wells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.08-06-2015
Michael Patrick TisonWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.$5002-27-2015
David Joseph FryWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.02-27-2015
Frederick John BohlanderWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.$5012-11-2013
Mary Ellen HakimWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.05-10-2013
Karen Sue FeolaWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.06-01-2012

Showing 1 to 15 of 15 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.