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
Will HadleyWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$16608-30-2019
Ward AbbeyWells Fargo Clearing Services, LLCStifel, Nicolaus & Company, Incorporated$5008-29-2019
Tyler James DeckerWells Fargo Clearing Services, LLCFirst Command Financial Planning, Inc.12-12-2019
Tony LantisWells Fargo Clearing Services, LLCKingsview Asset Management$5509-19-2019
Thomas Roe CosinukeWells Fargo Clearing Services, LLCUBS Financial Services Inc.$10012-10-2019
Taylor Browman, Tyler WeaverWells Fargo Clearing Services, LLCStifel, Nicolaus & Company, Incorporated$24006-07-2019
Tara Alyssia GurrWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC12-16-2019
Steve Clark, Rick StubbsWells Fargo Clearing Services, LLCStifel, Nicolaus & Company, Incorporated$17506-13-2019
Stephen SosangelisWells Fargo Clearing Services, LLCStifel, Nicolaus & Company, Incorporated$8606-12-2019
Stephen OrenchukWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$9207-20-2018
Stephanie DemetrelisWells Fargo Clearing Services, LLCLincoln Financial Distributors, Inc.12-23-2019
Sean RileyWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$10011-28-2018
Scott Howard GellerWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated01-16-2020
Roper Fields, Thomas Fields, B.V. Lawson Wells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$15008-06-2019
Robert Porter, James KellettWells Fargo Clearing Services, LLCKingsview Asset Management$12006-13-2019
Robert John SeamanWells Fargo Clearing Services, LLCMorgan Stanley$10001-06-2020
Philip Gregory MathiasWells Fargo Clearing Services, LLCMorgan Stanley$10002-18-2020
Peter Vincent IanaceWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$21312-10-2019
Peter De ArcangelisWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$14008-03-2018
Owen Howard WatsteinWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.02-07-2020
Nicholas Andrew RyanWells Fargo Clearing Services, LLCWells Fargo Advisors Financial Network, LLC01-02-2020
Michael Wincek, David Casteel, Justin BosticWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc. Services, Inc.$17402-15-2019
Michael Claude MarshallWells Fargo Clearing Services, LLCBBVA Securities Inc.12-12-2019
Michael BoulosWells Fargo Clearing Services, LLCStifel, Nicolaus & Company, Incorporated$5209-26-2019
Matthew John ThomanWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-13-2019
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Showing 1 to 25 of 58 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.