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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Patrick LoughneyMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)06-01-2009
Benjamin Tyler ChunkoMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)08-03-2009
Matthew Michael SuscoMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)08-24-2009
Daniel George ChaumpMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10002-08-2010
Jeffrey Alexander EngblomMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10005-28-2010
Donald John HallMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10007-30-2010
James Foster HargreavesMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10007-30-2010
John Michael OnufroMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$25007-30-2010
John Floyd Yerger IIIMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$25007-30-2010
Sharon Ostrich MockMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)07-30-2010
Timothy John BarbacaneMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)11-08-2010
William Anthony RobertsMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10004-07-2011
Anthony Kirk HasenMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50006-02-2011
Todd Robert NewmanMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$25007-07-2011
William James HargreavesMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)07-11-2011
James William IgoMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10011-10-2011
Brad Samuel RudeMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$15002-17-2012
Shawn Alan PurdyMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10007-20-2012
Anthony HeizenrothMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$10010-11-2012
Russell Lee GoldsteinMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)10-11-2012
Michael Edward KingMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)12-14-2012
William Robert ZeunerMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50007-11-2013
Amy Sue MurrayMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)04-25-2014
Christopher M GuadalupeMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$50004-29-2014
Karen Elizabeth CulverMorgan StanleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)08-25-2014
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Showing 1 to 25 of 31 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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