Advisers on the Move

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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Lyle Dudley CogbillWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC11-06-2009
Anthony Patrick DowlingWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC12-03-2009
Sidney Scott CoffeenWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC12-04-2009
Heather Jean BarnettWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$5002-19-2010
Ryan Robert BarnettWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$2502-19-2010
John Edward PuscheckWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$1004-09-2010
Kevin Michael LozierWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC05-07-2010
Richard Henry ReithWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC07-16-2010
John L. WilcoxWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC08-20-2010
Christopher Hamilton BrashierWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$10003-04-2011
Robert Kent Brown Jr.Wells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$15006-03-2011
Thomas Paul EagletonWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$2506-03-2011
Shay Charles HammontreeWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$1006-03-2011
Jeffrey Clark PittsleyWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC08-05-2011
Stephen Montez MillsWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$15010-14-2011
Stuart Bradley BaysWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$1010-14-2011
Robert Bolton DimickWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC11-18-2011
Patrick Dean LampeWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC12-09-2011
Larry Wayne WilsonWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC12-09-2011
Evelyn Sue CarterWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$10004-20-2012
Mark Dale SamsonWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$15005-04-2012
Donald Paul CornagieWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$15006-08-2012
James David RameyWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$10007-06-2012
Gregory Patrick NolanWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$5007-06-2012
Sherman Eric GoseWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$10008-24-2012
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Showing 1 to 25 of 226 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.

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