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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Sidney Scott CoffeenWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC12-04-2009
John Edward PuscheckWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$1004-09-2010
Ryan Patrick HawkinsWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$10005-21-2015
Craig Edward TuthillWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$5005-21-2015
Glenn Gregory MillerWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC05-21-2015
Jon Matthew LeedomWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC05-21-2015
Nadia AntiiWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC07-07-2016
Bryan Kanoa MisajonWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$5005-05-2017
Chong Uk NamWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC01-05-2018
Alan Brian WattsWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC03-12-2018
Nestor Andrew TurczanWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC08-16-2018
Derek Leon DraperWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$10010-19-2018
John Edward Draper Sr.Wells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$10010-19-2018
Michael David McQuilkinWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC05-22-2019
William Howard GombergWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$5005-23-2019
Jodie Marie KesslerWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC05-23-2019
Timothy James BloemhofWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$1,00006-19-2019
John Donald BacichWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$1,00007-05-2019

Showing 1 to 18 of 18 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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