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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Vincent RackU.S. Bancorp Investments, Inc.AXA Advisors, LLC08-31-2012
Ryan P. VoetU.S. Bancorp Investments, Inc.BB&T Securities, LLC09-17-2019
Travis Cody DenkenbergerU.S. Bancorp Investments, Inc.Cetera Investment Services LLC10-28-2013
Jeffrey David LammertU.S. Bancorp Investments, Inc.Chase Investment Services Corp.10-03-2011
Michael Kent Thompson IIU.S. Bancorp Investments, Inc.Chase Investment Services Corp.03-01-2010
Katherine Rae TrivisonnoU.S. Bancorp Investments, Inc.Citizens Securities, Inc.02-02-2018
Dean Joseph MandaniciU.S. Bancorp Investments, Inc.Citizens Securities, Inc.12-03-2012
Brian Henry BruscinoU.S. Bancorp Investments, Inc.Citizens Securities, Inc.$1005-29-2012
Aaron Dallas SnoufferU.S. Bancorp Investments, Inc.Edward Jones$1010-31-2012
John Christopher NaU.S. Bancorp Investments, Inc.Fidelity Brokerage Services LLC06-12-2018
Thomas A BroderickU.S. Bancorp Investments, Inc.Fidelity Brokerage Services LLC02-01-2017
Kyalo P. MuthianiU.S. Bancorp Investments, Inc.Fidelity Personal and Workplace Advisors07-29-2019
Keith Eugene DershemU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.02-21-2020
Thomas Michael WisemanU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.07-29-2019
Joseph William LamontU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.01-22-2019
Charles Patrick SmithU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.$10010-30-2017
Natalie Rebekah BarnettU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.12-05-2016
Frank N. CradduckU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.06-21-2012
Christine Lynn AsbachU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.11-14-2011
Vernos Kenneth WilliamsU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.07-27-2011
Anthony Paul RahrigU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.07-05-2011
Stevan Petar NenadovU.S. Bancorp Investments, Inc.FirstMerit Financial Services, Inc11-09-2010
Jeremy Shawn HixsonU.S. Bancorp Investments, Inc.FirstMerit Financial Services, Inc07-20-2010
James William ReittingerU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC08-21-2018
Shawn OvermanU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC03-08-2018
Next Page »

Showing 1 to 25 of 90 entries

Page 1 | 2 | 3 | 4

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.