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
Tyler Samuel BolyardKestra Investment Services, LLCWells Fargo Clearing Services, LLC05-06-2020
Lisa Leann BowersSoltis Investment Advisors, LLCWells Fargo Clearing Services, LLC02-11-2020
William John Gelegotis Jr.Raymond James & Associates, Inc.Wells Fargo Clearing Services, LLC11-12-2019
Daniel John KaschmitterRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC11-12-2019
Alexander Leon Louie KaschmitterRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC11-12-2019
Steven James PagoagaRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC11-12-2019
Jayden Alan EppersonWells Fargo Clearing Services, LLCWells Fargo Clearing Services, LLC11-04-2019
Michael C. LowderE*TRADE Securities LLCWells Fargo Clearing Services, LLC10-24-2019
Anh Thi Kim DangNorth Capital Private Securities CorporationWells Fargo Clearing Services, LLC09-23-2019
Ethan Herbert TeuscherKey Investment Services LLCWells Fargo Clearing Services, LLC08-27-2019
Raymond BertheaudGoldman Sachs & Co.Wells Fargo Clearing Services, LLC08-14-2019
Tiffani Lynn HamiltonLPL Financial LLCWells Fargo Clearing Services, LLC07-16-2019
Jacob Bradley JordisonLPL Financial LLCWells Fargo Clearing Services, LLC07-12-2019
Luis Jared OchoaJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC05-15-2019
William Everett BaguleyFidelity Brokerage Services LLCWells Fargo Clearing Services, LLC05-09-2019
Kelly Allen AngellRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC04-17-2019
Alexander Thomas LeavittFidelity Brokerage Services LLCWells Fargo Clearing Services, LLC04-05-2019
Christopher Michael WilkinsonTriad Advisors LLCWells Fargo Clearing Services, LLC03-22-2019
Jacob Michael HudsonLPL Financial LLCWells Fargo Clearing Services, LLC02-27-2019
Paula LarsonFidelity Brokerage Services LLCWells Fargo Clearing Services, LLC02-22-2019
Gabriel D CarvalhoFidelity Brokerage Services LLCWells Fargo Clearing Services, LLC02-19-2019
Joel Evan BarrusFidelity Brokerage Services LLCWells Fargo Clearing Services, LLC08-08-2018
David Peter HalschRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$1,00006-29-2018
Monica HensonLPL Financial LLCWells Fargo Clearing Services, LLC06-21-2018
William WildWells Fargo Clearing Services, LLCWells Fargo Clearing Services, LLC06-20-2018
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Showing 1 to 25 of 100 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.