Advisers on the Move

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
Donald Rex CalvertU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC09-24-2020
John Terry ChipianU.S. Bancorp Investments, Inc.LPL Financial LLC09-14-2020
Roksana Elzbieta PowellU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC07-28-2020
Algernon TuU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC$15007-13-2020
Ross BlountU.S. Bancorp Investments, Inc.Raymond James Financial Services, Inc.07-13-2020
Miguel Angel EsquivelU.S. Bancorp Investments, Inc.UnionBanc Investment Services, LLC06-26-2020
Mat Madison TurnerU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC$10006-26-2020
Christopher Lloyd CarlsonU.S. Bancorp Investments, Inc.Royal Alliance Associates, Inc.$1,00006-24-2020
Aimee Leigh MitchellU.S. Bancorp Investments, Inc.Morgan Stanley06-16-2020
Robert W CollingsU.S. Bancorp Investments, Inc.Key Investment Services LLC05-19-2020
Ronny InnigerU.S. Bancorp Investments, Inc.PFG Advisors05-11-2020
Margaret Mary SewartU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-04-2020
James Curtis LockeU.S. Bancorp Investments, Inc.Fidelity Brokerage Services LLC05-04-2020
Alejandra Vanesa RiveraU.S. Bancorp Investments, Inc.UnionBanc Investment Services, LLC05-04-2020
Eva J StricklandU.S. Bancorp Investments, Inc.Key Investment Services LLC05-01-2020
Jonann CavanaughU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.04-24-2020
Kristen Marie LeiboltU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC04-22-2020
Justin Joseph RobertsonU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC04-22-2020
Aaron D PriceU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.04-20-2020
Jason Allen VaughnU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC04-20-2020
Heather Colleen MooneyU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC04-20-2020
Franklin Cruz SantosU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$2504-13-2020
Alicia Brooke LantzU.S. Bancorp Investments, Inc.Northwestern Mutual Investment Services, LLC04-06-2020
Timothy Thomas BonkU.S. Bancorp Investments, Inc.TIAA-CREF Individual & Institutional Services, LLC04-06-2020
Richard W Blacharski JrU.S. Bancorp Investments, Inc.UnionBanc Investment Services, LLC04-01-2020
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Showing 1 to 25 of 526 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.