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
Jesse Duwane YoungAlera Investment Advisors, LLCU.S. Bancorp Investments, Inc.$15011-19-2019
Diana Marie GrableAllstate Financial Services, LLCU.S. Bancorp Investments, Inc.11-20-2012
Gregory Dale EicherAssociated Investment Services, Inc.U.S. Bancorp Investments, Inc.$2502-15-2010
Kenneth Ray Koger Jr.B. C. Ziegler and CompanyU.S. Bancorp Investments, Inc.$1009-20-2013
Jesse ZaragozaBankers Life Securities, Inc.U.S. Bancorp Investments, Inc.10-25-2017
Eric D. MaysBMO Harris Financial Advisors, Inc.U.S. Bancorp Investments, Inc.03-28-2017
Michael Anthony NewBMO Harris Financial Advisors, Inc.U.S. Bancorp Investments, Inc.07-22-2014
Jonathan Eugene PattersonCetera Investment Services LLCU.S. Bancorp Investments, Inc.02-02-2015
Anna Huiping L LiCitigroup Global Markets Inc.U.S. Bancorp Investments, Inc.09-14-2016
Michael Joseph ObertsCitigroup Global Markets Inc.U.S. Bancorp Investments, Inc.10-09-2015
Eric A. HesseCitigroup Global Markets Inc.U.S. Bancorp Investments, Inc.09-30-2015
Anne K ButcherCitigroup Global Markets Inc.U.S. Bancorp Investments, Inc.03-01-2009
Nelson AlzateCitizens Securities, Inc.U.S. Bancorp Investments, Inc.10-01-2014
Gary John BronnerCountry Capital Management CompanyU.S. Bancorp Investments, Inc.09-04-2012
Richard Lee Chambers Jr.CUSO Financial Services, L.P.U.S. Bancorp Investments, Inc.06-25-2012
Jeffery Stewart MillerEdward JonesU.S. Bancorp Investments, Inc.$2509-23-2011
Robert Andrew McClerrenEdward JonesU.S. Bancorp Investments, Inc.09-18-2009
Justin Anthony McBrideFeltl & CompanyU.S. Bancorp Investments, Inc.$1012-08-2015
Todd Robert ZipfelFeltl & CompanyU.S. Bancorp Investments, Inc.$2511-05-2015
Anthony L. CatalanoFidelity Brokerage Services LLCU.S. Bancorp Investments, Inc.10-01-2019
Timothy Michael HainesFidelity Brokerage Services LLCU.S. Bancorp Investments, Inc.01-20-2017
George Steve AlkhouryFidelity Brokerage Services LLCU.S. Bancorp Investments, Inc.01-11-2017
Dominic A. RotiFidelity Brokerage Services LLCU.S. Bancorp Investments, Inc.11-03-2016
Matthew Meyer OrdwayFifth Third Securities, Inc.U.S. Bancorp Investments, Inc.09-19-2019
James Gordon BelowFifth Third Securities, Inc.U.S. Bancorp Investments, Inc.$5005-21-2015
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Showing 1 to 25 of 60 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.