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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Nick Panos StavropoulosWintrust Investments LLCU.S. Bancorp Investments, Inc.06-20-2019
Anastacio Gamino Jr.Wintrust Investments LLCU.S. Bancorp Investments, Inc.$5008-18-2017
Michael Lendell FolandWestern International Securities, Inc.U.S. Bancorp Investments, Inc.04-12-2019
Bill A. RizosWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.09-18-2019
Jeffrey Warren CreechWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.07-31-2018
David Alan Stachowiak Sr.Wells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.04-27-2012
Ronald Raymond CastrogiovanniWaddell & ReedU.S. Bancorp Investments, Inc.$2509-30-2013
Julie Ann CatoUvest Financial Services Group, Inc.U.S. Bancorp Investments, Inc.09-02-2009
Lambros C. KonstantellosTD Ameritrade Investment Management, LLCU.S. Bancorp Investments, Inc.03-11-2019
John K. BurtonPNC InvestmentsU.S. Bancorp Investments, Inc.$15006-27-2019
Alexandria Desiree DotsonPNC InvestmentsU.S. Bancorp Investments, Inc.02-17-2016
Sarah Way KnightPNC InvestmentsU.S. Bancorp Investments, Inc.06-18-2014
Brian Josef KleinertzPNC InvestmentsU.S. Bancorp Investments, Inc.05-17-2010
Michael Truett McIntyreNational Securities CorporationU.S. Bancorp Investments, Inc.07-12-2017
Raymond William MeyerNational Securities CorporationU.S. Bancorp Investments, Inc.03-20-2012
Larry Thomas Adams Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedU.S. Bancorp Investments, Inc.11-14-2012
Carla Ann ReillyLPL Financial LLCU.S. Bancorp Investments, Inc.10-13-2016
Isaac Mrose LibermanLPL Financial LLCU.S. Bancorp Investments, Inc.05-01-2015
Scott Gary BloomLPL Financial LLCU.S. Bancorp Investments, Inc.09-18-2014
Paul Austin SchuringLincoln Financial Advisors CorporationU.S. Bancorp Investments, Inc.06-28-2019
Terrence Allen NewmanLincoln Financial Advisors CorporationU.S. Bancorp Investments, Inc.06-22-2018
Moe M El TurkeyJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.03-07-2019
Peter Francis DaleyJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.$10011-11-2014
Kelly Jane RomanoJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.08-26-2014
Jason Gene JohnsonJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.03-05-2014
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.