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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
David Clinton HillWells Fargo Advisors Financial Network, LLCEdward Jones$10005-29-2009
Joseph Marion SadowskiWells Fargo Advisors Financial Network, LLCEdward Jones$5012-03-2010
Larry Bruce Loethen JrWells Fargo Advisors Financial Network, LLCEdward Jones$10002-09-2011
Gregory Wayne OhlWells Fargo Advisors Financial Network, LLCEdward Jones07-15-2011
Katie MillarWells Fargo Advisors Financial Network, LLCEdward Jones$3210-12-2012
Arthur Craigg McraeWells Fargo Advisors Financial Network, LLCEdward Jones08-01-2014
Eric Paul WassermanWells Fargo Advisors Financial Network, LLCEdward Jones08-29-2014
Kelly Marie ONeillWells Fargo Advisors Financial Network, LLCEdward Jones$5005-27-2015
Kurt HeyduckWells Fargo Advisors Financial Network, LLCEdward Jones$13109-09-2015
William Michael HaaseWells Fargo Advisors Financial Network, LLCEdward Jones11-06-2015
Jay C MooreWells Fargo Advisors Financial Network, LLCEdward Jones01-04-2016
Brooke Marchelle MooreWells Fargo Advisors Financial Network, LLCEdward Jones01-04-2016
Joseph Hall MathiasWells Fargo Advisors Financial Network, LLCEdward Jones01-08-2016
John Timothy PfitzerWells Fargo Advisors Financial Network, LLCEdward Jones$701-29-2016
Christopher Allen BelleWells Fargo Advisors Financial Network, LLCEdward Jones01-29-2016
Ronald Chad BagleyWells Fargo Advisors Financial Network, LLCEdward Jones$5004-15-2016
Harry David Goolsby JrWells Fargo Advisors Financial Network, LLCEdward Jones04-15-2016
Guy K RodgersWells Fargo Advisors Financial Network, LLCEdward Jones04-15-2016
James Robert Mundell JrWells Fargo Advisors Financial Network, LLCEdward Jones$10005-17-2016
Kurt William FulmerWells Fargo Advisors Financial Network, LLCEdward Jones$2509-30-2016
Jamie Glynn OrrWells Fargo Advisors Financial Network, LLCEdward Jones10-18-2016
Michael Fredrick AllenWells Fargo Advisors Financial Network, LLCEdward Jones$2510-21-2016
Jeffrey B BaumhoerWells Fargo Advisors Financial Network, LLCEdward Jones$15011-10-2016
Brendan Patrick GallagherWells Fargo Advisors Financial Network, LLCEdward Jones03-24-2017
Kevin James BraddockWells Fargo Advisors Financial Network, LLCEdward Jones$2506-09-2017
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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.