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
Eric Eugene OwensStifel, Nicolaus & Company, IncorporatedRaymond James Financial Services, Inc.03-20-2020
Jeffrey James WellsStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2020
Colin Edward Austin WellsStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2020
Ardavan MovassaghiStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated02-21-2020
Michael Allen ReimerStifel, Nicolaus & Company, IncorporatedMorgan Stanley$10002-14-2020
Marie Helene SteinmanStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated02-12-2020
Justin Kevin PorrettStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated12-09-2019
Jonathon Mark WebsterStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC12-06-2019
Art Anthony IgnacioStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$5012-03-2019
Douglas Leonard BowcockStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$2511-01-2019
Kevin D. BowcockStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC11-01-2019
Justin Michael AusherStifel, Nicolaus & Company, IncorporatedJanney Montgomery Scott LLC10-28-2019
Sandra Hedstrom WheelerStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC09-20-2019
Joshua GlassStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC09-10-2019
Ronald K. Witter Jr.Stifel, Nicolaus & Company, IncorporatedMorgan Stanley$5008-29-2019
Steven M. SchwaryStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$1,00008-01-2019
Taylor Edward BrowmanStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC06-07-2019
Tyler Mark WeaverStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC06-07-2019
Bradford John JacksonStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$105-17-2019
Joshua Kaleb WileyStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$10005-17-2019
Bruce Joseph TicknorStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$27905-10-2019
John Robert PattersonStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$10004-17-2019
Raymond Dean MartinStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$1,00004-04-2019
Craig Michael BentleyStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$10004-04-2019
Greg Gregory MunroStifel, Nicolaus & Company, IncorporatedMerrill Lynch, Pierce, Fenner & Smith Incorporated$10004-03-2019
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Showing 1 to 25 of 248 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.