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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Steven Charles Jackson Sr.D.A. Davidson & Co.Crowell, Weedon & Co.11-15-2013
Don Milton LardyD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
Catherine Maureen O'BrienD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
Miles Bradford ShanksD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
John Taylor SomervilleD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
Stan Howard DreyfussD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
Thomas Wesley WestD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
Alan Jay GrossmanD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
Ross Douglas AdamsD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
Stephen Lee MarD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
Mark Larry DelgadilloD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
James Henry StaufferD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
James Weaver DoughertyD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
Dennis Michael DoyelD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
John Frederick ReitnouerD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
William Mcpherson FitzhughD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
Klindt Emil GinsbergD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
John Nicholas VreeburgD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
Howard Evan KreutzingerD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
Daniel Scott ThomasD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
Anthony Paul GeorgeD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
Michael Ross NatzicD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
Rodney Charles CarlsonD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
John Morris HalesD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
Joseph Michael UlreyD.A. Davidson & Co.Crowell Weedon & Co.11-25-2013
Next Page »

Showing 1 to 25 of 47 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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