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
Aaron Paul KingstonRBC Capital Markets, LLCUBS Financial Services Inc.09-13-2019
Adam Harris EzrilovRBC Capital Markets, LLCUBS Financial Services Inc.$15012-11-2012
Adam Jason RickRBC Capital Markets, LLCUBS Financial Services Inc.01-13-2009
Adam Seth KreutnerRBC Capital Markets, LLCUBS Financial Services Inc.08-16-2018
Alan Edwin DanielsonRBC Capital Markets, LLCUBS Financial Services Inc.02-25-2009
Alexander Laird IngallsRBC Capital Markets, LLCUBS Financial Services Inc.05-26-2009
Alfred Jude ClemensRBC Capital Markets, LLCUBS Financial Services Inc.$5010-12-2018
Allen Dale BakerRBC Capital Markets, LLCUBS Financial Services Inc.$5001-15-2009
Allen LangerRBC Capital Markets, LLCUBS Financial Services Inc.11-03-2017
Andrew John WadeRBC Capital Markets, LLCUBS Financial Services Inc.$10006-19-2009
Andrew L. MurphyRBC Capital Markets, LLCUBS Financial Services Inc.02-11-2010
Andrew Stuart BoydRBC Capital Markets, LLCUBS Financial Services Inc.03-06-2009
Anne Marie MetroRBC Capital Markets, LLCUBS Financial Services Inc.04-01-2015
Anthony Lewis BarbashRBC Capital Markets, LLCUBS Financial Services Inc.01-21-2010
Ashli Brooke WelchRBC Capital Markets, LLCUBS Financial Services Inc.$10005-08-2009
Benjamin Alan LeistikowRBC Capital Markets, LLCUBS Financial Services Inc.$111-30-2018
Benjamin Joseph HeiseRBC Capital Markets, LLCUBS Financial Services Inc.08-03-2018
Bradley Thomas SchindlerRBC Capital Markets, LLCUBS Financial Services Inc.12-15-2016
Brian Christian DentRBC Capital Markets, LLCUBS Financial Services Inc.$10008-16-2018
Brian M. WurdemannRBC Capital Markets, LLCUBS Financial Services Inc.$5005-04-2017
Brian Robert ZimnyRBC Capital Markets, LLCUBS Financial Services Inc.04-24-2009
Brianne Mae AuneRBC Capital Markets, LLCUBS Financial Services Inc.06-04-2009
Bruce Edward KatzRBC Capital Markets, LLCUBS Financial Services Inc.06-19-2009
Byron Neal FoxRBC Capital Markets, LLCUBS Financial Services Inc.$28205-31-2019
Chad Dallas ShilsonRBC Capital Markets, LLCUBS Financial Services Inc.$15010-22-2010
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Showing 1 to 25 of 191 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.