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
Beckie DotyRBC Capital Markets, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)04-16-2014
Bennie Eugene Stephenson Jr.LPL Financial LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)03-22-2013
Brandon Angelo FancherRBC Capital Markets, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10008-23-2019
Brenda Ann BucknerCommerce Brokerage Services, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50006-25-2012
Brent William NeihartAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)10-06-2017
Brian PerroneMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50005-23-2011
Brian T. DockingRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$15006-11-2015
Brian William WiklundBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50008-31-2012
Camdon Welch FellsAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$21010-06-2017
Carlin Todd MurphyStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10002-09-2017
Christopher Alan FallettiNYLIFE Securities LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50006-16-2009
Clifford Brice MooreMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)11-15-2018
Corey Michael LongEdward JonesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10010-21-2011
David James NeihartAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10010-06-2017
David Michael FranceOppenheimer & Co. Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10003-09-2012
David Wayne MatternMattern Wealth Management LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)10-14-2019
Debra Lee AntonCambridge Investment Research, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10005-08-2014
Dennis Charles SandersonH&R Block Financial Advisors, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50005-01-2009
Dennis James MatternClient One Securities LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10003-31-2014
Dennis P. WolfRBC Capital Markets, LLCWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50011-16-2017
Donald Lee BarryRobert W. Baird & Co. IncorporatedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10006-11-2015
Douglas Scott RoyleAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10010-06-2017
Douglas Stuart WilliamsMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$15001-16-2015
Elizabeth Anne ChabinWaddell & ReedWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)11-19-2010
Eric Nathan WynkoopAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$25010-06-2017
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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.