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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Eric Jean OvervigFeltl & CompanyThe Oak Ridge Financial Services Group, Inc.03-25-2019
Ethan Hamilton De NarayFeltl & CompanyMerrill Lynch, Pierce, Fenner & Smith Incorporated07-19-2017
David Matthew GinterFeltl & CompanyThe Oak Ridge Financial Services Group, Inc.08-16-2016
Walter John NarcumFeltl & CompanyWells Fargo Clearing Services, LLC05-13-2016
Michael Roy DuffFeltl & CompanyMerrill Lynch, Pierce, Fenner & Smith Incorporated$5011-12-2015
Robert Edward Soleim Jr.Feltl & CompanyFintegra, LLC$2508-19-2015
Terrence Edward BonkFeltl & CompanyRBC Capital Markets, LLC$15011-10-2014
Craig Clifford RuschmeyerFeltl & CompanyWells Fargo Clearing Services, LLC$111-10-2014
Robert Jay BrooksFeltl & CompanyRBC Capital Markets, LLC$2508-01-2014
David Jay GoldenbergFeltl & CompanyRobert W. Baird & Co. Incorporated07-03-2014
Dale Lee BlanksFeltl & CompanyThe Oak Ridge Financial Services Group, Inc.06-05-2014
Scott Charles RobbinsFeltl & CompanyWells Fargo Clearing Services, LLC08-12-2013
Kenneth James BlakeFeltl & CompanyMorgan Stanley02-19-2013
Scott Roberteugene JohnsonFeltl & CompanyWells Fargo Clearing Services, LLC$2502-08-2013
Kent Fellman LarsonFeltl & CompanyVoya America Equities, Inc.11-27-2012
Murray Joseph Johnston Jr.Feltl & CompanyThe Oak Ridge Financial Services Group, Inc.$2510-01-2012
Timothy David ObrienFeltl & CompanyRobert W. Baird & Co. Incorporated$15005-04-2012
Mark Vernon FautschFeltl & CompanyWells Fargo Clearing Services, LLC$5002-17-2012
Timothy Luke WynneFeltl & CompanyOppenheimer & Co. Inc.$1001-20-2012
Robert Eugene Long Jr.Feltl & CompanyOppenheimer & Co. Inc.$15001-20-2012
Justin William PagelFeltl & CompanyNorthland Securities, Inc.08-15-2011
Richard James BloostonFeltl & CompanyRBC Capital Markets, LLC$5011-12-2009
Theodore GarrityFeltl & CompanyMorgan Stanley & Co. LLC04-28-2009
Gregory Paul BlenkushFeltl & CompanyUBS Financial Services Inc.04-28-2009
Elizabeth Louise KnutsonFeltl & CompanyUBS Financial Services Inc.03-19-2009
Next Page »

Showing 1 to 25 of 29 entries

Page 1 | 2

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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.