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
Christopher Byron GraperJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated$10001-06-2020
Lisa Anne SomersJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated$10004-16-2019
Kevin Michael KeaneJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated06-13-2018
Paul Michael FurlongJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated06-13-2018
Kathleen Maria ZelenkaJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated06-13-2018
Timothy Patrick GormleyJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated06-13-2018
Peter Anthony MeizelsJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated$5007-15-2016
Christopher John CarpenterJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated07-15-2016
William Thomas ManchesterJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated$15007-07-2016
Kurt August LalomiaJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated05-16-2016
William Terrell WilsonJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated09-18-2015
Michael Patrick ReeseJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated08-28-2014
Joseph Robert CancigliaJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated$5005-20-2014
Joseph Peter CancigliaJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated$5005-20-2014
Shawn Christopher SauerweinJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated01-26-2012
Matthew E. LindemulderJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated01-12-2012
Mark Andrew NeffJanney Montgomery Scott LLCStifel, Nicolaus & Company, Incorporated01-14-2009

Showing 1 to 17 of 17 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.