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
John Wilhelm HinckCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$10012-02-2019
Thomas John HinckCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$15012-02-2019
James L HinckCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$10012-02-2019
Patrick Joseph O'BrienCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$5010-18-2019
Mark William MooreCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$10010-18-2019
Thomas Francis BakerCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC10-18-2019
Leonard David Cautela Jr.Commonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC09-18-2019
Perry Alan McClainCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$6004-17-2019
James Leroy ShockmanCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC04-17-2019
Andrew Robert Thibeault Jr.Commonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$2504-17-2019
Conner Mathew HartmannCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC04-17-2019
Michael Curtiss NummerCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$6303-14-2019
Christopher D. WernerCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$2501-02-2019
Brian Scott FisherCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$5005-18-2018
Donald Zwally HaverstickCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC05-18-2018
John Brent OffenburgerCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$5005-01-2017
Jeremy Isaac BeckCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$5002-22-2017
Gwendolyn Anne BorkCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC02-22-2017
Kathy Miller ParrishCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$5009-16-2015
Connie Arlene FalonCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$2509-16-2015
Leslie Ann Evans-DunnCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$5008-24-2015
Jeffrey Michael ProsserCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC08-04-2014
Timothy Patrick CadaginCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC08-04-2014
Kevin Michael CadaginCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC08-04-2014
John Alan FuerstenbergCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$5009-07-2011
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Showing 1 to 25 of 29 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.