Advisers on the Move

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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher Edward AdkinsAmeriprise Financial Services, Inc.U.S. Bancorp Investments, Inc.03-23-2017
Mark Robert FinneyCommonwealth Financial NetworkU.S. Bancorp Investments, Inc.10-30-2015
Joshua Mitchell MayseCUSO Financial Services, L.P.U.S. Bancorp Investments, Inc.06-27-2016
Jerrad Lee ShietsEdward JonesU.S. Bancorp Investments, Inc.12-07-2012
Denes Joseph Chapo IIIFifth Third Securities, Inc.U.S. Bancorp Investments, Inc.$5007-28-2017
Daniel Kenneth MidgleyFifth Third Securities, Inc.U.S. Bancorp Investments, Inc.07-28-2017
Jeremy Christopher GatesFifth Third Securities, Inc.U.S. Bancorp Investments, Inc.09-07-2012
Feraas Isa SuleymanFifth Third Securities, Inc.U.S. Bancorp Investments, Inc.$5001-03-2012
David Robert JunkerFifth Third Securities, Inc.U.S. Bancorp Investments, Inc.12-06-2010
Gary Michael VandiaHornor, Townsend & Kent, LLCU.S. Bancorp Investments, Inc.08-08-2016
James Rork WilliamsJ.J.B. Hilliard, W.L. Lyons, LLCU.S. Bancorp Investments, Inc.03-16-2012
Ericka Marie McIntireJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.01-23-2017
Daniel Joseph BrownJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.10-21-2016
William Joseph Haddow Jr.J.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.11-16-2012
Daniel Leon GuentherKey Investment Services LLCU.S. Bancorp Investments, Inc.$2503-03-2014
John Patrick MiloKey Investment Services LLCU.S. Bancorp Investments, Inc.12-04-2012
Jeffrey Scott FlammKey Investment Services LLCU.S. Bancorp Investments, Inc.10-29-2012
Jeffrey David LammertLincoln Financial Advisors CorporationU.S. Bancorp Investments, Inc.$1006-20-2016
Michael William BabbinLPL Financial LLCU.S. Bancorp Investments, Inc.$5004-30-2013
William Scott BeesonPNC InvestmentsU.S. Bancorp Investments, Inc.07-06-2012
Nathan Michael SwabRaymond James Financial Services, Inc.U.S. Bancorp Investments, Inc.11-12-2018
Justin J DonayThe Huntington Investment CompanyU.S. Bancorp Investments, Inc.12-15-2017
Christine Lynn AsbachThe Huntington Investment CompanyU.S. Bancorp Investments, Inc.06-14-2016
Joseph M. WulfeckThe Huntington Investment CompanyU.S. Bancorp Investments, Inc.05-26-2016
Teresa Mary OloffThe Huntington Investment CompanyU.S. Bancorp Investments, Inc.02-08-2010
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Showing 1 to 25 of 32 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.

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