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
Wade Anthony SchererU.S. Bancorp Investments, Inc.TD Ameritrade Investment Management, LLC04-10-2014
Topaz Randy MorrisonU.S. Bancorp Investments, Inc.Ameriprise Financial Services, LLC03-14-2013
Todd R. McTavishU.S. Bancorp Investments, Inc.Edward Jones03-30-2016
Timothy Joseph HaasU.S. Bancorp Investments, Inc.UBS Financial Services Inc.$20011-12-2010
Terrence Michael HassanallyU.S. Bancorp Investments, Inc.Commonwealth Financial Network11-15-2018
Terrence James CallahanU.S. Bancorp Investments, Inc.Ameriprise Financial Services, LLC08-01-2019
Tenner StoeU.S. Bancorp Investments, Inc.Edward Jones09-03-2019
Suzanne Marie AmundsonU.S. Bancorp Investments, Inc.UBS Financial Services Inc.03-15-2010
Suzanne Lynette FilipU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC01-11-2019
Suzanne Lynette FilipU.S. Bancorp Investments, Inc.RBC Capital Markets, LLC04-20-2016
Sean P WenhamU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated05-27-2011
Scott David MickelsonU.S. Bancorp Investments, Inc.Edward Jones03-12-2013
Ryan Thomas TurryU.S. Bancorp Investments, Inc.Ameriprise Financial Services, LLC02-05-2013
Ryan D. PenningtonU.S. Bancorp Investments, Inc.Edward Jones04-06-2015
Robert J. LewisU.S. Bancorp Investments, Inc.Wells Fargo Investments, LLC10-29-2009
Robert Alvin Cron Jr.U.S. Bancorp Investments, Inc.Wealthspire Capital, LLC03-31-2017
Robert Allen RaderU.S. Bancorp Investments, Inc.Securities America, Inc.$10001-06-2020
Richard Wayne GaffU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated02-16-2018
Richard Lewis FaatzU.S. Bancorp Investments, Inc.Cetera Investment Services LLC10-26-2016
Rachel Ann LeeU.S. Bancorp Investments, Inc.Robert W. Baird & Co. Incorporated01-11-2019
Phillip Edward CuroeU.S. Bancorp Investments, Inc.Cetera Advisor Networks LLC$2511-22-2011
Peter Douglas HoloienU.S. Bancorp Investments, Inc.CUNA Brokerage Services, Inc.03-30-2012
Paul Leland BondU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC01-29-2020
Patrick Ryan WilkerU.S. Bancorp Investments, Inc.Ameriprise Financial Services, LLC01-24-2018
Patrick Carl GherityU.S. Bancorp Investments, Inc.Raymond James Financial Services, Inc.05-20-2019
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Showing 1 to 25 of 100 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.