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
David Wayne BradleyAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC$5008-31-2018
Timothy S. TubbsAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC09-08-2017
Christopher S. BrownAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC10-14-2016
Clyde Clifton Allen IIIAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC$10001-31-2014
William Euclid Pickens Jr.Benjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$15003-06-2017
John Martin TempletonBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$2503-06-2017
James Bruce EvansBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$5003-06-2017
Zackary Brian VaughnBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$15003-06-2017
Melissa Diane ClemensCary Street PartnersWells Fargo Clearing Services, LLC03-01-2017
Gary Steven HallCharles Schwab & Co., Inc.Wells Fargo Clearing Services, LLC06-01-2018
Gregory Antonio CraneCity National Securities, Inc.Wells Fargo Clearing Services, LLC01-24-2019
Bennett Joseph JaredCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$5009-23-2011
Michelle Nunley WhiteakerCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$2509-23-2011
Marcus James MarconiCUNA Brokerage Services, Inc.Wells Fargo Clearing Services, LLC04-07-2014
Justin Michael TaylorDuncan-Williams, Inc.Wells Fargo Clearing Services, LLC$15002-01-2011
Michael Hill MurdockEdward JonesWells Fargo Clearing Services, LLC06-28-2019
William Mark LenczynskiEdward JonesWells Fargo Clearing Services, LLC01-04-2016
Erik Robert FlegalEudaimonia Partners, LLCWells Fargo Clearing Services, LLC02-25-2019
Debra Taylor NeymanFarmers Financial Solutions, LLCWells Fargo Clearing Services, LLC08-01-2012
Heather Leanne PalmerFidelity Brokerage Services LLCWells Fargo Clearing Services, LLC03-19-2012
Robert Brian BrushFifth Third Securities, Inc.Wells Fargo Clearing Services, LLC02-14-2014
Tracey Horner PearsonFifth Third Securities, Inc.Wells Fargo Clearing Services, LLC03-29-2010
Bradley Allen GallimoreFirst Horizon Advisors, Inc.Wells Fargo Clearing Services, LLC10-29-2018
Nathan Andrew Pera VFirst Horizon Advisors, Inc.Wells Fargo Clearing Services, LLC08-30-2016
Bradley Scott DickensJanney Montgomery Scott LLCWells Fargo Clearing Services, LLC$10007-05-2018
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Showing 1 to 25 of 114 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.