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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Steven Lewis SellmanStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$1,00006-29-2020
Kimberly M BarryLPL Financial LLCWells Fargo Clearing Services, LLC$1006-29-2020
Mat Madison TurnerU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC$10006-26-2020
Roger Eugune KaputLPL Financial LLCWells Fargo Clearing Services, LLC$5006-15-2020
Melissa Diane ClemensMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$5006-12-2020
Emil Frank Wehrle Jr.LPL Financial LLCWells Fargo Clearing Services, LLC$1,00006-12-2020
Gilbetoberto Alexander PaizNext Financial Group, Inc.Wells Fargo Clearing Services, LLC$15006-01-2020
Leo Joseph UrsoCitizens Securities, Inc.Wells Fargo Clearing Services, LLC06-01-2020
Timothy O’ConnorAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC04-17-2020
Robert Joseph CostelloLPL Financial LLCWells Fargo Clearing Services, LLC05-20-2020
Timothy O’ConnorAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC04-17-2020
Brett Alexander BringuelLPL Financial LLCWells Fargo Clearing Services, LLC$5005-19-2020
Zach Michael BromleyLPL Financial LLCWells Fargo Clearing Services, LLC$15005-15-2020
Jordan Charles GreenRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC05-15-2020
Lee WeithAXA AdvisorsWells Fargo Clearing Services, LLC01-29-2020
George Upshur NottinghamRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00005-06-2020
Thomas Paul LeemanRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$2505-06-2020
Tyler Samuel BolyardKestra Investment Services, LLCWells Fargo Clearing Services, LLC05-06-2020
Christopher Allen ZehrenW&S Brokerage Services, Inc.Wells Fargo Clearing Services, LLC05-01-2020
Miriam Michelle CavanaughRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00005-01-2020
Bobby Neil FosterRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10005-01-2020
Olivia Rose SebastianRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10005-01-2020
Zachariah Buchanan DavisCetera Financial Specialists LLCWells Fargo Clearing Services, LLC05-01-2020
Michael Ahren McKuneMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC04-30-2020
Sidney Coy GrantRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC04-30-2020
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Showing 1 to 25 of 10,422 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.