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
Jacqueline EngelFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC03-23-2020
Christopher John GuptillFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC01-30-2020
Kaiz L FreemanFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC12-10-2019
Natallia N. Parsons-HrebnevaFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC09-25-2019
Jacob Thomas MillerFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC08-27-2019
Paul Jinsuk ChoiFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC08-23-2018
Valerie Anne LynnFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC06-15-2018
Chelsea M. ParkerFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC12-06-2017
Marc CourlandFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC08-15-2017
Derek J. SlausonFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC06-30-2017
Tracy Lynn DixonFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC05-31-2017
Christopher CemanFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC02-28-2017
Amber Dawn CollinsFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC01-18-2017
Steven K. MoffatFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC12-21-2016
Christopher J BarnesFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC11-21-2016
Bart Nelosn BaileyFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC10-03-2016
Alex Lorin GelbFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC02-11-2016
Gregory James GiadoneFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC01-22-2016
Chase Matthew WietechaFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC01-04-2016
Christopher Robert GreenlandFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC12-18-2015
Richa RastogiFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC11-13-2015
Matthew Karl HaidenthallerFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC11-04-2015
Redrick Berton Fogle IIIFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC06-12-2015
Leslie Amanda WilsonFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC06-03-2015
Nicholas Roger PascoeFidelity Brokerage Services LLCNorthwestern Mutual Investment Services, LLC05-06-2015
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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.