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
Alex Joseph WheelerAmeriprise Financial Services, Inc.Waddell & Reed05-31-2019
Amy Renee ClemensAmeriprise Financial Services, Inc.Waddell & Reed$50002-23-2018
Bennie Joseph SchmidtAmeriprise Financial Services, Inc.Waddell & Reed$25007-24-2015
Bradley Evans VonhofAmeriprise Financial Services, Inc.Waddell & Reed$10004-27-2018
Brandon Stephen CampbellAmeriprise Financial Services, Inc.Waddell & Reed01-21-2015
Bryon Trent KnuthAmeriprise Financial Services, Inc.Waddell & Reed$10009-27-2012
Chad Michael BelitzAmeriprise Financial Services, Inc.Waddell & Reed$25010-19-2018
Charles Francis LawrenceAmeriprise Financial Services, Inc.Waddell & Reed09-05-2018
Christine Renee LangAmeriprise Financial Services, Inc.Waddell & Reed$10002-20-2015
Christopher M. JacobyAmeriprise Financial Services, Inc.Waddell & Reed02-13-2019
Christopher Ross SmeltzerAmeriprise Financial Services, Inc.Waddell & Reed08-01-2014
Christopher Scott OhlertAmeriprise Financial Services, Inc.Waddell & Reed$10012-10-2014
Christopher Vuthi PramawatAmeriprise Financial Services, Inc.Waddell & Reed$50002-09-2009
Clint Barton RheaAmeriprise Financial Services, Inc.Waddell & Reed$10011-17-2010
Craig Anthony GuintaAmeriprise Financial Services, Inc.Waddell & Reed$25012-22-2016
Darien Wayne FrittsAmeriprise Financial Services, Inc.Waddell & Reed$10002-20-2015
David Bruce MorrisonAmeriprise Financial Services, Inc.Waddell & Reed$50011-08-2013
David R. MabisAmeriprise Financial Services, Inc.Waddell & Reed11-06-2017
Derek GreeffAmeriprise Financial Services, Inc.Waddell & Reed$7111-13-2015
Dorothy Harten HullAmeriprise Financial Services, Inc.Waddell & Reed$10001-22-2019
Dustin Mabry McWhirterAmeriprise Financial Services, Inc.Waddell & Reed02-20-2015
Eric David SchneiderAmeriprise Financial Services, Inc.Waddell & Reed11-16-2012
Gary BouchAmeriprise Financial Services, Inc.Waddell & Reed$5704-22-2013
Gregory Allan KatzmanAmeriprise Financial Services, Inc.Waddell & Reed$50001-17-2017
Heather May LyleAmeriprise Financial Services, Inc.Waddell & Reed$10002-20-2015
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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.