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 Richard MahowskiWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.01-08-2009
Janis Sizemore JonesWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.01-09-2009
Ines RossWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.01-23-2009
Renato Mielak BoacWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.01-26-2009
Kevin Thomas HornWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.$5002-05-2009
Anthony Edward NavarroWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.02-09-2009
Elizabeth Lee Rabbitt-StephenWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.02-11-2009
Petro ZouzoulasWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.02-12-2009
William Jarvis HofferWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.02-13-2009
Robert Lee Rose IIWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.02-13-2009
Katrina Horace EverettWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.02-13-2009
Bill John CallisWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.$15002-20-2009
Joseph Arthur DiorioWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.02-20-2009
Douglas Hart BirnieWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.02-20-2009
Harry James Pilson IIWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.$10002-20-2009
Christopher Grant LawsonWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.02-20-2009
Mark Joseph MagnoneWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.$1002-26-2009
Michael Corey CarsonWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.02-26-2009
Jeffrey Edward ErmiWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.02-27-2009
Debra Leanne PiercyWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.$1002-27-2009
Michael Scott PettWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.02-27-2009
Michael Kurt VeitWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.03-01-2009
Jose David CamposWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.03-02-2009
Patrick Michael FaheyWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.$5003-03-2009
Michael John McGarrityWells Fargo Clearing Services, LLCBanc of America Investment Services, Inc.03-06-2009
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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.