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
Joyce Ebo OdoomWells Fargo Clearing Services, LLCThrivent Investment Management Inc.12-20-2019
Matthew NarlingerWells Fargo Clearing Services, LLCThrivent Investment Management Inc.07-08-2019
Eric Christopher BlankenfeldWells Fargo Clearing Services, LLCThrivent Investment Management Inc.$25006-07-2019
Matthew Jay JenkinsWells Fargo Clearing Services, LLCThrivent Investment Management Inc.04-22-2019
Zachary Tyler KlemerWells Fargo Clearing Services, LLCThrivent Investment Management Inc.01-25-2019
Daniel Jonathan OseidWells Fargo Clearing Services, LLCThrivent Investment Management Inc.10-30-2018
Austin Reid CrehanWells Fargo Clearing Services, LLCThrivent Investment Management Inc.08-02-2017
Paige B. OsterlooWells Fargo Clearing Services, LLCThrivent Investment Management Inc.03-15-2017
Mohamed Sherif HabibWells Fargo Clearing Services, LLCThrivent Investment Management Inc.02-06-2017
Christine Lee DeckerWells Fargo Clearing Services, LLCThrivent Investment Management Inc.12-08-2016
Wendy Marie OksnessWells Fargo Clearing Services, LLCThrivent Investment Management Inc.04-13-2016
Alexander J. FalloonWells Fargo Clearing Services, LLCThrivent Investment Management Inc.04-11-2016
Timothy R. EitreimWells Fargo Clearing Services, LLCThrivent Investment Management Inc.02-10-2016
Drew Tyson GlantzWells Fargo Clearing Services, LLCThrivent Investment Management Inc.01-03-2015
Steven Lee SedlerWells Fargo Clearing Services, LLCThrivent Investment Management Inc.07-18-2014
Cailin Dawn McElrathWells Fargo Clearing Services, LLCThrivent Investment Management Inc.11-18-2013
Regina Ann MayhewWells Fargo Clearing Services, LLCThrivent Investment Management Inc.07-25-2013
Tyler Scott MorrisWells Fargo Clearing Services, LLCThrivent Investment Management Inc.10-17-2012
David Joshua ZehnderWells Fargo Clearing Services, LLCThrivent Investment Management Inc.09-28-2012
James Eric HaunWells Fargo Clearing Services, LLCThrivent Investment Management Inc.09-14-2012

Showing 1 to 20 of 20 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.