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.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
A Paul OlsenBenjamin F. Edwards & Company, Inc.Wells Fargo Advisors Financial Network, LLC12-04-2009
Alana L. SeamonBenjamin F. Edwards & Company, Inc.MetLife Investors Distribution Company09-27-2013
Allen Cecil RogersBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$8207-01-2016
Andrew Kaye KlingerBenjamin F. Edwards & Company, Inc.The Huntington Investment Company$5003-01-2019
Angela Diane OcurranBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC08-22-2014
Angela Wolfe SandersBenjamin F. Edwards & Company, Inc.Edward Jones02-12-2016
Arthur Clifford LaineBenjamin F. Edwards & Company, Inc.Morgan Stanley04-17-2015
Bradley Ray PeaseBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC05-07-2012
Bradley Scott JoinerBenjamin F. Edwards & Company, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2507-19-2016
Brent Aaron WilhelmBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$5001-11-2012
Brian Dean VanderlugtBenjamin F. Edwards & Company, Inc.Bfe Asset Management, LLC03-12-2010
Brian Howard RubinBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC11-15-2013
Brian Todd ErwinBenjamin F. Edwards & Company, Inc.Stephens$5009-09-2016
Bridget Ladner WeatherlyBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$2502-12-2016
Bruce Ernest MeltonBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC05-27-2014
Bryan Thomas HoppeBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC09-14-2018
Carrie Helen DormanBenjamin F. Edwards & Company, Inc.Ameriprise Financial Services, Inc.06-04-2012
Cecelia Marie JiampettiBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC09-07-2012
Chad Allen SteinbachBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC11-18-2011
Charles E. Porter IIIBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC08-14-2015
Charles Randall RaneyBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$1010-24-2014
Christopher Daniel LarrabeeBenjamin F. Edwards & Company, Inc.Stifel, Nicolaus & Company, Incorporated$5007-29-2016
Christopher GantBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$6202-16-2018
Christopher James CookBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$10002-16-2018
Christopher James McGillBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$7505-14-2012
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Showing 1 to 25 of 207 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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