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
Molly M. PeecherCarolinas Investment Consulting LLCWells Fargo Advisors Financial Network, LLC02-20-2014
Leonard David Cautela Jr.Commonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC09-18-2019
Trey Eakin SchnippelEdward JonesWells Fargo Advisors Financial Network, LLC06-15-2015
Richard Emil FreitagFreitag Financial Group, LLCWells Fargo Advisors Financial Network, LLC07-28-2009
Boyd Parks BarnhardtLinden Thomas and Company Securities, LLCWells Fargo Advisors Financial Network, LLC06-19-2018
Robert Dalton MillsLinden Thomas and Company Securities, LLCWells Fargo Advisors Financial Network, LLC$50006-14-2018
Michael Lee AllisonLinden Thomas and Company Securities, LLCWells Fargo Advisors Financial Network, LLC06-14-2018
Stephen Linden ThomasLinden Thomas and Company Securities, LLCWells Fargo Advisors Financial Network, LLC$10005-11-2018
Ronald Scott ClinardLPL Financial LLCWells Fargo Advisors Financial Network, LLC$10009-21-2017
Bradford ClinardLPL Financial LLCWells Fargo Advisors Financial Network, LLC$5009-21-2017
Caleb Ellis KennedyLPL Financial LLCWells Fargo Advisors Financial Network, LLC04-29-2016
Arthur Philip MarzanoLPL Financial LLCWells Fargo Advisors Financial Network, LLC05-26-2015
Steven Brian GalloLPL Financial LLCWells Fargo Advisors Financial Network, LLC05-26-2015
Jonathan Michael MarzanoLPL Financial LLCWells Fargo Advisors Financial Network, LLC$10005-26-2015
Jeffrey Marlin PhillipsLPL Financial LLCWells Fargo Advisors Financial Network, LLC$1004-03-2009
Zachary H. HullNorthwestern Mutual Investment Services, LLCWells Fargo Advisors Financial Network, LLC02-02-2015
Alexander Gordon MorrisettePNC InvestmentsWells Fargo Advisors Financial Network, LLC10-28-2013
John Keais Hoyt Jr.Raymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10009-19-2019
Tanner Keais HoytRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC09-19-2019
William Keller NormannRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5010-18-2017
Eric Thomas VernonRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$5010-18-2017
Miller D. RobinsRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-18-2017
Charles Murphy PaderickRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC10-18-2017
Robert James GaskinRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$10005-08-2017
Paul Andrew GaskinRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$13205-08-2017
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Showing 1 to 25 of 34 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.