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
Evan Kermit WagnerWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.$5008-02-2019
Jeffrey Scott BergWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.03-28-2019
Chad Wayne HansenWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.11-05-2018
Joseph Patrick YapaolaWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.08-31-2018
Robert B. NeubauerWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.06-20-2018
Clayton Harvey RiddellWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.05-25-2018
Leslie Ann AshtonWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.05-23-2018
Amanda Frances BumgarnerWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.05-18-2018
Michael James OsborneWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.03-01-2018
George Lincoln BerryWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.01-30-2018
Tammy Terri LauWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.$2511-30-2017
Aaron Matthew JohnsonWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.07-11-2017
Angelique Yesenia AlejandreWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.06-30-2017
Tabrenia Lynn DavidsonWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.$1006-16-2017
Rebecca R. MacdonaldWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.01-10-2017
Mark T. FitchWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.04-05-2016
Jeri Leigh UhrichWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.03-28-2016
James Joseph BeaupreWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.$1001-08-2016
Raquel Renee O'QuinnWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.01-05-2016
Nancy Louise McCreadyWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.$1009-30-2015
Thomas Francis KennedyWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.$5004-09-2015
Roberto Vicente UgaldeWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.11-18-2014
Thomas William Herber Jr.Wells Fargo Clearing Services, LLCBancWest Investment Services, Inc.10-15-2014
Christopher John WittrigWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.09-29-2014
Martin J PhilpotWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.08-11-2014
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Showing 1 to 25 of 47 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.