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
Kent H ChungChase Investment Services Corp.U.S. Bancorp Investments, Inc.12-01-2011
Randy SalakiChase Investment Services Corp.U.S. Bancorp Investments, Inc.10-01-2011
Dustin Blake LuckettChase Investment Services Corp.U.S. Bancorp Investments, Inc.$10006-01-2011
Jason David WilliamsChase Investment Services Corp.U.S. Bancorp Investments, Inc.03-01-2011
Richard Edward Schultz Jr.Chase Investment Services Corp.U.S. Bancorp Investments, Inc.10-28-2010
Lyn Eugene BrandtChase Investment Services Corp.U.S. Bancorp Investments, Inc.08-18-2010
Renato Gutierrez Isaac Jr.Chase Investment Services Corp.U.S. Bancorp Investments, Inc.07-30-2010
Dane Alden BradfordChase Investment Services Corp.U.S. Bancorp Investments, Inc.$10005-24-2010
Richard Lee CaseyChase Investment Services Corp.U.S. Bancorp Investments, Inc.05-01-2010
Jonathan Samuel EnsleyChase Investment Services Corp.U.S. Bancorp Investments, Inc.03-29-2010
Thomas Howard ArthurChase Investment Services Corp.U.S. Bancorp Investments, Inc.12-28-2009
Edward Eugene VelaChase Investment Services Corp.U.S. Bancorp Investments, Inc.$10012-21-2009
Bang-Nhan Luong NguyenChase Investment Services Corp.U.S. Bancorp Investments, Inc.12-14-2009
Mohammed Safieddine AyalaChase Investment Services Corp.U.S. Bancorp Investments, Inc.10-21-2009
Moreen Sanjani LatchmanChase Investment Services Corp.U.S. Bancorp Investments, Inc.10-01-2009

Showing 1 to 15 of 15 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.