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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jennifer Lynn PoeU.S. Bancorp Investments, Inc.RBC Capital Markets, LLC06-13-2019
Shawn Scott LorionU.S. Bancorp Investments, Inc.Prosperity Wealth Management, Inc.01-02-2019
Tim Craig ViohlU.S. Bancorp Investments, Inc.LPL Financial LLC12-04-2018
Jason Michael JuhlU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC01-29-2016
Michael J. RosalesU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC08-04-2014
Caleb L. TilstraU.S. Bancorp Investments, Inc.Broker Dealer Financial Services Corp.09-16-2013
William Neumann ThomasU.S. Bancorp Investments, Inc.Edward Jones03-27-2013
Michael John MathisU.S. Bancorp Investments, Inc.Edward Jones06-04-2012
Wendy Scott StenbergU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC01-03-2012
Michael Lendell FolandU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC03-28-2011
Jeffrey Warren CreechU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC02-22-2011
Kim Renae SchardanU.S. Bancorp Investments, Inc.PNC Investments04-19-2010
Gregory David TimmermanU.S. Bancorp Investments, Inc.LPL Financial LLC$5004-22-2015
Richard David Russell Jr.U.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC$5011-09-2011
Adam Charles BormannU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC$10003-16-2011

Showing 1 to 15 of 15 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.