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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
James Richard TuberosaAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
John Frederick HayesAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
George Michael Baccich IIIAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
James Michael MurphyAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Mark Howard DavidsonAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
David Brian LoderAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Sean Bryant ChrissingerAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Daniel Andrew ShontereAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Steven Douglas SwartzAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
David Ross ThompsonAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Michael James CarboniAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Troy Lane BankstonAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Doreen Marcia ScottAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Manish MukhiAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Travis Allen RouttAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Derek Alan BoucherAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Robert MayerAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
David Scott CarsonAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Richard Scott EwingAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Alexander L PerezAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Brian C. WheelerAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Rodney A. MeyeringAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Bruce A. Thornton Sr.Ameriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Paul Anthony SchurAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
Scott J RoslonowskiAmeriprise Financial Services, Inc.H&R Block Financial Advisors, Inc.10-05-2009
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Showing 26 to 50 of 316 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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