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.

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
Frank Hanna KirkMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50005-22-2009
Natalie A. KirkMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50005-22-2009
Mark Steven EagletonMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)06-17-2011
Michael Shannon Massey Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)02-19-2013
Jon Michael EatonMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)03-26-2015
Brian Matthew TurnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)05-01-2015
Andrew Lawrence ThomassonMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$24011-13-2015
Brett Anthony MuddMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)11-30-2015
Richard A BlankenshipMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50004-21-2016
Jerry Wayne LeseureMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)04-21-2016
Michelle Evette KiehneMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)03-29-2017
Ally Anne MelvinMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)10-16-2017

Showing 1 to 12 of 12 entries

Page 1

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.