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
Christopher Ryan KrzusU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.$2506-27-2011
Dawn Beveridge RipkeyU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.09-15-2015
Kelly Jean RichardsonU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.05-26-2016
Neslihan SaracU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.09-07-2016
Erin Nicole MilesU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.10-28-2016
Laura C. GrabavoyU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.11-22-2016
Kevin D McCloudU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.12-01-2016
Sarah BolousU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.12-09-2016
James Evan SarowU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.$5001-04-2017
Corina Sanda BandeU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.04-03-2017
Christopher John LeweinU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.$5005-31-2017
Justin Bryan FeigalU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.01-25-2018
Peter Gerard KoleskeU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.02-12-2018
Jacquelyn Marie GrafU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.02-13-2018
John Thomas CallahanU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.02-20-2018
Mark E. TyszkiewiczU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.08-09-2018
Robert J. Atko Jr.U.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.10-25-2018
Melissa Jacquelyn OlsonU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.11-26-2018
Cale J. RossU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.01-11-2019
Lindsey R WilkeU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.02-01-2019
Thomas A. AlmanzoU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.03-05-2019
Karina GarayU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.03-07-2019
Beau Emmanuel GutierrezU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.04-29-2019
Christopher D. FetzerU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.05-31-2019
Daniel A BriscoeU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.07-22-2019
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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.