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
Blake William SteedleyAllen & Company of Florida, LLCWells Fargo Advisors Financial Network, LLC03-09-2015
Abigail Allison LinnAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC07-10-2017
Thomas Edward GregoryAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC$1005-30-2017
Nancy Jane OvertonBeverly Hills Wealth Management, LLCWells Fargo Advisors Financial Network, LLC12-03-2012
John James Griffith Jr.CAPTRUSTWells Fargo Advisors Financial Network, LLC07-18-2017
Kipp Gordon SmallCAPTRUSTWells Fargo Advisors Financial Network, LLC07-18-2017
Kyle Stephen CampbellCAPTRUSTWells Fargo Advisors Financial Network, LLC07-18-2017
Michael Anthony ValoneCAPTRUSTWells Fargo Advisors Financial Network, LLC07-18-2017
William Matthew BrownCAPTRUSTWells Fargo Advisors Financial Network, LLC06-13-2017
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
Jonathan G. McWilliamsEKN Financial Services Inc.Wells Fargo Advisors Financial Network, LLC05-12-2011
Kenneth Phillip ArnoldHayden RoyalWells Fargo Advisors Financial Network, LLC01-24-2017
Mitchell Howard HirschInternational Assets Advisory, LLCWells Fargo Advisors Financial Network, LLC$11301-19-2017
William Robert JohnstonInvestacorp, Inc.Wells Fargo Advisors Financial Network, LLC$2506-27-2013
Terence Michael PasketJ.P. Morgan Securities LLCWells Fargo Advisors Financial Network, LLC$5005-21-2019
Lewis Cass Bennett IVLandsberg Bennett Private Wealth ManagementWells Fargo Advisors Financial Network, LLC$2508-08-2018
Faiza KedirLandsberg Bennett Private Wealth ManagementWells Fargo Advisors Financial Network, LLC$10008-08-2018
Debra Ann CooperLandsberg Bennett Private Wealth ManagementWells Fargo Advisors Financial Network, LLC$10008-08-2018
Adrienne Elise MooreLandsberg Bennett Private Wealth ManagementWells Fargo Advisors Financial Network, LLC$5008-08-2018
Flor E. MendozaLandsberg Bennett Private Wealth ManagementWells Fargo Advisors Financial Network, LLC$10008-08-2018
Anthony DubbanehLandsberg Bennett Private Wealth ManagementWells Fargo Advisors Financial Network, LLC$5008-08-2018
Michael William LandsbergLandsberg Bennett Private Wealth ManagementWells Fargo Advisors Financial Network, LLC$5008-06-2018
David Lee KoppLPL Financial LLCWells Fargo Advisors Financial Network, LLC$5011-08-2018
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Showing 1 to 25 of 63 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.