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
Ted William DensmoreWells Fargo Advisors Financial Network, LLCMorgan Stanley$15003-06-2020
Nancy H KlineWells Fargo Advisors Financial Network, LLCMorgan Stanley03-06-2020
Rachael Anne McBrideWells Fargo Advisors Financial Network, LLCMorgan Stanley03-06-2020
William Dale KlineWells Fargo Advisors Financial Network, LLCMorgan Stanley$5003-06-2020
David Riley DensmoreWells Fargo Advisors Financial Network, LLCMorgan Stanley03-06-2020
Glenn David LotenbergWells Fargo Advisors Financial Network, LLCAdvisors Asset Management, Inc.11-11-2019
Stacey Lynn CrawfordWells Fargo Advisors Financial Network, LLCRaymond James & Associates, Inc.10-25-2019
David Michael BeneventoWells Fargo Advisors Financial Network, LLCEdward Jones09-24-2019
Julie SpivyWells Fargo Advisors Financial Network, LLCCharles Schwab & Co., Inc.08-28-2019
Courtney Nichole SmuderWells Fargo Advisors Financial Network, LLCMorgan Stanley08-27-2019
Janet Elizabeth BuleyWells Fargo Advisors Financial Network, LLCCetera Investment Services LLC$1,00007-30-2019
Alexander Steven BattWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5007-02-2019
Thomas J. RollandoWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5007-01-2019
Sue Mccleary TompkinsWells Fargo Advisors Financial Network, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5007-01-2019
Glen Richard RauchWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.04-05-2019
Patrick Neal StraderWells Fargo Advisors Financial Network, LLCMorgan Stanley$29102-14-2019
John Horner IIIWells Fargo Advisors Financial Network, LLCMorgan Stanley$10011-28-2018
Lynne Marie CrossWells Fargo Advisors Financial Network, LLCSunTrust Advisory Services, Inc.$5011-03-2017
Grace BasiloneWells Fargo Advisors Financial Network, LLCMorgan Stanley11-01-2017
James Boyd Labate Jr.Wells Fargo Advisors Financial Network, LLCMorgan Stanley$5011-01-2017
James Daniel TidwellWells Fargo Advisors Financial Network, LLCMorgan Stanley$5011-01-2017
William Patrick PremockWells Fargo Advisors Financial Network, LLCMorgan Stanley11-01-2017
Jennifer K. RayWells Fargo Advisors Financial Network, LLCMorgan Stanley11-01-2017
Alexsia Emmanuel SkinarakisWells Fargo Advisors Financial Network, LLCRaymond James Financial Services, Inc.03-08-2017
John Elmo Thorsen IIIWells Fargo Advisors Financial Network, LLCRaymond James & Associates, Inc.10-25-2016
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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.