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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron T OlsonWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.03-12-2019
Adam Jansen FowlerWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.04-17-2019
Alan Albert DaviesWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.07-16-2015
Alec John SchregardusWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.01-14-2020
Alex Leon SalcedoWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$1005-30-2014
Alex Ryan MaicksWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.10-11-2016
Amy Brooke ParontoWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.05-30-2014
Andrew Antonio OdishWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.09-20-2016
Andrew Lyon Lees IIIWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$10002-26-2010
Ann Marie SengerWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.08-28-2017
Anthony CibottiWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$10011-01-2013
Anton Roman GregoryWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.06-08-2012
Bill A. RizosWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.09-18-2019
Bobby E Crouch IIIWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.11-09-2018
Bradley Peter LonguevilleWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$2509-22-2015
Brian Guy PalmquistWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$10402-10-2017
Brian Scott WhatleyWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.02-08-2013
Bryant Shan TchanWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.02-28-2014
Chad Allan HoltzWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$2506-02-2014
Charles Anderson Cumber Jr.Wells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.04-26-2016
Christopher Anthony JadinWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.10-25-2013
Christopher Michael WilkinsonWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$108-23-2013
Curt M. KruseWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$10009-28-2015
Darin Lance DunhamWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$5006-03-2016
David Alan Stachowiak Sr.Wells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.04-27-2012
Next Page »

Showing 1 to 25 of 99 entries

Page 1 | 2 | 3 | 4

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.