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
Bill Amatuzzo, Mike MagnaniAmeriprise Financial Services, Inc.Commonwealth Financial Network$12007-16-2018
Brandon Lee TramperAmeriprise Financial Services, Inc.Commonwealth Financial Network07-13-2017
Bryan Scott VandussenAmeriprise Financial Services, Inc.Commonwealth Financial Network07-30-2015
Eric John ReinholdAmeriprise Financial Services, Inc.Commonwealth Financial Network$25001-31-2013
Fouad Hussein ZeaiterAmeriprise Financial Services, Inc.Commonwealth Financial Network$25007-31-2009
Frank William KimmelAmeriprise Financial Services, Inc.Commonwealth Financial Network07-31-2012
Heath Scott BartlettAmeriprise Financial Services, Inc.Commonwealth Financial Network$44011-02-2017
Jim Zien, Kate Zien, Dennis GeroAmeriprise Financial Services, Inc.Commonwealth Financial Network$8809-28-2018
John Edward LedfordAmeriprise Financial Services, Inc.Commonwealth Financial Network$50009-05-2014
John Henry HaanAmeriprise Financial Services, Inc.Commonwealth Financial Network07-31-2009
John Moose, David Zambito, David Palermo, Nathan WegmanAmeriprise Financial Services, Inc.Commonwealth Financial Network$28205-22-2018
Jonathon Richard Mc AdowAmeriprise Financial Services, Inc.Commonwealth Financial Network04-18-2011
Joseph William EllisAmeriprise Financial Services, Inc.Commonwealth Financial Network$10009-07-2016
Kerry Robert ThompsonAmeriprise Financial Services, Inc.Commonwealth Financial Network04-11-2011
Lynne MarcusAmeriprise Financial Services, Inc.Commonwealth Financial Network$10005-13-2011
Mariah Robinson SimardAmeriprise Financial Services, Inc.Commonwealth Financial Network11-07-2019
Mark YatrosAmeriprise Financial Services, Inc.Commonwealth Financial Network$11504-21-2017
Matthew Thomas SimardAmeriprise Financial Services, Inc.Commonwealth Financial Network$10011-05-2019
Michael Patrick WeberAmeriprise Financial Services, Inc.Commonwealth Financial Network01-08-2016
Nicholas Charles AlvanosAmeriprise Financial Services, Inc.Commonwealth Financial Network09-22-2014
Nicolas Timmothy Crieg CurtisAmeriprise Financial Services, Inc.Commonwealth Financial Network$25009-27-2017
Robert Morse EllisAmeriprise Financial Services, Inc.Commonwealth Financial Network$50009-07-2016
Ryan Kurt WittmanAmeriprise Financial Services, Inc.Commonwealth Financial Network$25012-09-2015
Steven Jerome SchneiderAmeriprise Financial Services, Inc.Commonwealth Financial Network$10012-06-2018
Suzanne Irene Uhl-MelansonAmeriprise Financial Services, Inc.Commonwealth Financial Network$25010-19-2016
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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.