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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Thomas Eugene CriderWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$5010-09-2014
Joshua Holden TurleyWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$5010-09-2014
Steffan Hasso HagendorfWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$15003-11-2010
Joseph Lavoyd PatesWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.03-01-2010
Duc Tien TranWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$5003-01-2010
John Alan PomeroyWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$5002-26-2010
Danny ShumWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.02-19-2010
Joseph John MatovickWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$5002-11-2010
Aleksey LernerWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.02-11-2010
Steven Matthew KavallWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.02-11-2010
Oscar Luis ManriqueWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.02-11-2010
Michael HughesWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$5001-29-2010
William Joseph Nallan IIIWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.01-29-2010
Michael Robert Zent Jr.Wells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.01-29-2010
Bret GallinWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.01-29-2010
Aldo James ValenteWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.01-13-2010
Nelson Pereira MartinsWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$2501-13-2010
Stavros SpuccesWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.01-12-2010
Andrea Lynn BateyWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$10006-04-2009
Robert Concetto VasileWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$10005-22-2009
Joseph Gilbert BuddWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$10005-22-2009
Louis James Melone Jr.Wells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$10005-22-2009
Solomon ChemoWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$5005-15-2009
Eugene Han Jin PakWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$15005-15-2009
Albert KrugerWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$5005-14-2009
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Showing 1 to 25 of 41 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.