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
Justin Timothy BaileyCUSO Financial Services, L.P.Wells Fargo Clearing Services, LLC07-19-2019
Jau-Der TsaiCUSO Financial Services, L.P.Wells Fargo Clearing Services, LLC07-15-2019
Lopez Duane DavisCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.$5007-10-2019
Jon Carl FoxCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.$1,00007-10-2019
Jesse Babb Crumpler Jr.CUSO Financial Services, L.P.CUNA Brokerage Services, Inc.07-10-2019
Kevin Lee CookCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.07-10-2019
Mark Edward HowellCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.07-10-2019
David L. SpencerCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.07-10-2019
Douglas L RobertsonCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.07-10-2019
Boris Michael CastilloCUSO Financial Services, L.P.Kinecta Wealth Management07-03-2019
Craig Scott FeinCUSO Financial Services, L.P.Kinecta Wealth Management07-01-2019
Eliseo Antonio RamirezCUSO Financial Services, L.P.Wells Fargo Clearing Services, LLC07-01-2019
Robert James O'ConnorCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.06-26-2019
Connor Mcgarry ReidCUSO Financial Services, L.P.Fidelity Personal and Workplace Advisors06-26-2019
Dillon Paul LeechCUSO Financial Services, L.P.Edward Jones06-26-2019
Sean P. McGinnessCUSO Financial Services, L.P.T. Rowe Price Investment Services, Inc.06-24-2019
Thomas James JordanCUSO Financial Services, L.P.MML Investors Services, LLC06-17-2019
Violetta Igorevna ProppsCUSO Financial Services, L.P.Merrill Lynch, Pierce, Fenner & Smith Incorporated06-17-2019
Christopher Jason SantilloCUSO Financial Services, L.P.Citizens Securities, Inc.05-31-2019
David Martin GarresCUSO Financial Services, L.P.PNC Investments$25005-29-2019
Matthew Douglas WeinertCUSO Financial Services, L.P.VALIC Financial Advisors, Inc.05-28-2019
Mark James KinneyCUSO Financial Services, L.P.Thrivent Investment Management Inc.05-24-2019
Cassandra Kay CarmonCUSO Financial Services, L.P.SWBC Investment Services, LLC05-22-2019
Dianalyn Renee MendezCUSO Financial Services, L.P.Fidelity Personal and Workplace Advisors05-13-2019
Andrew Patrick CampbellCUSO Financial Services, L.P.Private Advisor Group, LLC05-08-2019
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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.