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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew James BeshukWaddell & ReedPROVIDENCE FINANCIAL02-06-2020
Jeffrey Lee GoffWaddell & ReedEdward Jones03-13-2018
Dale William Von HoffmannWaddell & ReedMerrill Lynch, Pierce, Fenner & Smith Incorporated$23706-16-2017
Douglas Edward HardinWaddell & ReedU.S. Bancorp Investments, Inc.$8804-07-2017
Feliz R. TovarWaddell & ReedMML Investors Services, LLC01-12-2017
Ross Sterling WolffWaddell & ReedMerrill Lynch, Pierce, Fenner & Smith Incorporated01-06-2017
Steven M. ZekertWaddell & ReedStifel, Nicolaus & Company, Incorporated10-04-2016
Megan Denise SneedWaddell & ReedWaddell & Reed08-12-2016
Christian Michael GoekeWaddell & ReedEdward Jones07-25-2016
Amanda Erin CampbellWaddell & ReedMSEC, LLC03-21-2016
Joseph Clayton Ganote IIIWaddell & ReedBankers & Investors Co.02-26-2016
Jeremiah G. DellasWaddell & ReedFifth Third Securities, Inc.$2502-01-2016
Maureen ZeuginWaddell & ReedEdward Jones11-10-2015
Kendra A. BeyerWaddell & ReedCetera Financial Specialists LLC09-08-2015
Christopher Michael BarmannWaddell & ReedWells Fargo Clearing Services, LLC12-01-2014
Michael Joseph MurphyWaddell & ReedWells Fargo Clearing Services, LLC10-17-2014
Mark A. Chiodini Sr.Waddell & ReedHuntleigh Advisors, Inc.09-12-2014
Sonja Marie GriffithWaddell & ReedU.S. Bancorp Investments, Inc.$109-05-2014
Ethan Marc SilvermanWaddell & ReedMorgan Stanley09-05-2014
Megan Denise SneedWaddell & ReedBurch & Company, Inc08-14-2014
Nancy S BanzWaddell & ReedLPL Financial LLC06-09-2014
Timothy Brian SchulzeWaddell & ReedEdward Jones05-22-2014
Jerri Lynn LovelandWaddell & ReedMorgan Stanley05-05-2014
Robert Celestine KennyWaddell & ReedWells Fargo Clearing Services, LLC$2504-04-2014
Steven Chappelear KennyWaddell & ReedWells Fargo Clearing Services, LLC04-01-2014
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Showing 1 to 25 of 53 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.