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
Christopher Stephen O'DellAmeriprise Financial Services, LLCAllstate Financial Services, LLC06-24-2014
Stephen John CarusoAmeriprise Financial Services, LLCAllstate Financial Services, LLC02-03-2012
Gerard SimonelliAmeriprise Financial Services, LLCAmerican Investment Planners LLC$2508-28-2013
Jeffrey Alan SeitzAmeriprise Financial Services, LLCAmerican Portfolios Financial Services, Inc.06-20-2018
Meredith M DiamondAmeriprise Financial Services, LLCAmerican Portfolios Financial Services, Inc.07-19-2017
George Flurence Crowley IIIAmeriprise Financial Services, LLCAmerican Portfolios Financial Services, Inc.$15012-09-2014
Adrian Anton MohorovichAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC09-03-2019
Thomas FerbAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC06-28-2017
Paul Marvin EpsteinAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC05-10-2017
James Joseph ZabattaAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC$5007-20-2016
Alex HotzoglouAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC08-31-2015
Erick James PowellAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC02-17-2015
Shannon Leah RogersAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC05-12-2014
Michael Alan PowsnerAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC07-31-2013
Robert Arthur SuttonAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC$15006-19-2012
John Marshall ReesorAmeriprise Financial Services, LLCAvantax Investment Services, Inc.09-26-2018
Steven ShorrAmeriprise Financial Services, LLCAvantax Investment Services, Inc.08-01-2018
Ira MillerAmeriprise Financial Services, LLCAvantax Investment Services, Inc.$5001-29-2016
Harold Milton BrandellAmeriprise Financial Services, LLCAvantax Investment Services, Inc.12-15-2010
Brendan Edward LynchAmeriprise Financial Services, LLCAXA Advisors, LLC04-14-2020
Armando Javier MerinoAmeriprise Financial Services, LLCAXA Advisors, LLC03-27-2020
Thomas GonzalezAmeriprise Financial Services, LLCAXA Advisors, LLC03-20-2020
Robert Stephen GranishAmeriprise Financial Services, LLCAXA Advisors, LLC01-13-2020
Paul Allen BerkmanAmeriprise Financial Services, LLCAXA Advisors, LLC08-16-2019
Ralph M. Fatigate IIIAmeriprise Financial Services, LLCAXA Advisors, LLC06-28-2019
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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.