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
Craig Ryan CollinsChase Investment Services Corp.Wells Fargo Investments, LLC04-27-2011
Julia Marie SmithChase Investment Services Corp.Wells Fargo Investments, LLC01-01-2011
Clarence King HoChase Investment Services Corp.Wells Fargo Investments, LLC12-06-2010
Norma Guadalupe Flores-KhouryChase Investment Services Corp.Wells Fargo Investments, LLC12-06-2010
Jennifer Larson HarveyChase Investment Services Corp.Wells Fargo Investments, LLC12-01-2010
Lavette Denier HatchChase Investment Services Corp.Wells Fargo Investments, LLC11-29-2010
Sonja Kaarina Lilja-LiChase Investment Services Corp.Wells Fargo Investments, LLC11-22-2010
Dax Jonas McMenaminChase Investment Services Corp.Wells Fargo Investments, LLC11-01-2010
Wahid NurieChase Investment Services Corp.Wells Fargo Investments, LLC10-25-2010
Michael Aaron KandelChase Investment Services Corp.Wells Fargo Investments, LLC10-18-2010
Bhawan DeepChase Investment Services Corp.Wells Fargo Investments, LLC09-01-2010
Augustine Ruben AzevedoChase Investment Services Corp.Wells Fargo Investments, LLC08-23-2010
Vincent W. ChuChase Investment Services Corp.Wells Fargo Investments, LLC07-30-2010
James W. ChoiChase Investment Services Corp.Wells Fargo Investments, LLC07-26-2010
Ivan PenaChase Investment Services Corp.Wells Fargo Investments, LLC07-06-2010
Aaron Joseph LampertChase Investment Services Corp.Wells Fargo Investments, LLC06-30-2010
Kane Kei Cheung WongChase Investment Services Corp.Wells Fargo Investments, LLC06-28-2010
Matthew F. ReynoldsChase Investment Services Corp.Wells Fargo Investments, LLC06-28-2010
David Charles RansomChase Investment Services Corp.Wells Fargo Investments, LLC06-23-2010
Ian Pabingwit JardinChase Investment Services Corp.Wells Fargo Investments, LLC06-21-2010
Hardeep SinghChase Investment Services Corp.Wells Fargo Investments, LLC06-21-2010
Julie Ross MalamudChase Investment Services Corp.Wells Fargo Investments, LLC06-01-2010
Evan Taejin ChungChase Investment Services Corp.Wells Fargo Investments, LLC06-01-2010
Ocean EvansChase Investment Services Corp.Wells Fargo Investments, LLC05-28-2010
Christopher Ryan LoupeChase Investment Services Corp.Wells Fargo Investments, LLC04-26-2010
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Showing 1 to 25 of 58 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.