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
William Earl HamiltonAmeriprise Financial Services, Inc.Edward Jones$25008-14-2009
Roger Walker PrattAmeriprise Financial Services, Inc.Edward Jones$50001-28-2011
Martha Ellen LaffAmeriprise Financial Services, Inc.Edward Jones$50012-05-2011
Stanley Lee Dennison Jr.Ameriprise Financial Services, Inc.Edward Jones$50012-09-2011
Kurt Michael Le FevreAmeriprise Financial Services, Inc.Edward Jones11-09-2012
Lawrence Paul GaasterlandAmeriprise Financial Services, Inc.Edward Jones$15001-18-2013
Cassandra E AlimonosAmeriprise Financial Services, Inc.Edward Jones12-22-2014
James F SidarisAmeriprise Financial Services, Inc.Edward Jones04-07-2016
Michael Anthony SoloAmeriprise Financial Services, Inc.Edward Jones10-12-2016
John E. ManseauAmeriprise Financial Services, Inc.Edward Jones$25006-16-2017
Dmitriy BgatovAmeriprise Financial Services, Inc.Edward Jones09-01-2017
Russell A JacobsAmeriprise Financial Services, Inc.Edward Jones$50001-02-2018
Stephen Michael McGuirkAmeriprise Financial Services, Inc.Edward Jones$15007-30-2018
Alexander SchamsAmeriprise Financial Services, Inc.Edward Jones02-01-2019

Showing 1 to 14 of 14 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.