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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jennifer Boram KimRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.08-26-2019
Patrick William BrownRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.10-06-2014
Bruce Elmo RosenheimerRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.$5011-13-2013
Kenneth James Belter IIRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.10-11-2012
William Leo SchafflerRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.10-11-2012
Thomas Dwight WiersRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.$1005-22-2009
Craig Timothy DarlingRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.$10005-22-2009
Jeffrey John KinzigerRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.$10005-22-2009
Lindsey Marie KabatRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.05-22-2009
Rebecca Ann RossRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.$105-15-2009
Darin Dean RoserRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.05-15-2009
Lou Stephen SatchellRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.$15005-15-2009
John Howard AnthonyRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.05-15-2009
Sueann D. GriffinRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.05-15-2009
Cheryl Richards PalumboRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.05-15-2009
Robert James Ferriman IIIRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.$10005-04-2009
Richard Mandel SternRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.$10005-01-2009
James Fairlie NelsonRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.$10004-20-2009
Terry Lee LinebergerRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.$10004-20-2009
Bryce Creighton LeggRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.$10004-17-2009
Joseph Brendon McCannRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.04-17-2009
Bruce Michael YoshidaRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.$5004-13-2009
Bryan Richard SampsonRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.03-27-2009
James Matthew HodgesRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.03-06-2009
William Edward WattRobert W. Baird & Co. IncorporatedCitigroup Global Markets Inc.03-06-2009
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Showing 1 to 25 of 44 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.