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
Paul SteinbissStifel, Nicolaus & Company, IncorporatedJanney Montgomery Scott LLC01-02-2009
Scott John HellandStifel, Nicolaus & Company, IncorporatedUBS Financial Services Inc.01-02-2009
Michael Joseph DorseyStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$1001-02-2009
Stasia RichardsonStifel, Nicolaus & Company, IncorporatedUBS Financial Services Inc.01-02-2009
Kenneth Robert KlauberStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$10001-05-2009
Gary Bruce WhittakerStifel, Nicolaus & Company, IncorporatedRaymond James & Associates, Inc.01-07-2009
Paul Clifford Ruble Jr.Stifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$1001-07-2009
Todd Glenn PollockStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$2501-07-2009
Kristopher Raworth WallStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$2501-07-2009
Larrel Rodney LongStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$5001-08-2009
Perry James WrightStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$5001-08-2009
Bradley Alan GoodnightStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$5001-09-2009
Timothy Michael WhiteStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$20001-09-2009
Robert Joseph ButtarazziStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$15001-09-2009
Brian Joseph OdelliStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$5001-09-2009
John Marshall ForcierStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$1001-09-2009
James John EwaldStifel, Nicolaus & Company, IncorporatedJanney Montgomery Scott LLC01-12-2009
Marc Allen YorksonStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$2501-15-2009
Kathleen Ann AcordStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$1001-15-2009
Scott Alan SandersStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$15001-15-2009
Kenneth Robert ReevesStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$5001-16-2009
Keith Joseph RyanStifel, Nicolaus & Company, IncorporatedUBS Financial Services Inc.$2501-16-2009
David Anthony BizjakStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$5001-16-2009
Fred Alan MyersStifel, Nicolaus & Company, IncorporatedCitigroup Global Markets Inc.$5001-16-2009
Mark KangasStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC01-16-2009
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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.