Advisers on the Move

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
Miguel Monnichmeyer Oscar GonzalezWells Fargo Clearing Services, LLCHSBC Securities (USA) Inc.$80009-18-2017
Alejandro Triana Christopher Murrle Carlos SaitcevskyWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$60009-30-2016
Thomas McDonaldWells Fargo Clearing Services, LLCFifth Third Securities, Inc.$9905-15-2012
Caleb KennedyWells Fargo Clearing Services, LLCLPL Financial LLC$7908-03-2015
Julian Rodrigo Soto and Santiago OcampoWells Fargo Clearing Services, LLCJefferies LLC$40007-14-2017
Steven M PolkWells Fargo Clearing Services, LLCEdward Jones$10604-16-2015
Stephen LawrenceWells Fargo Clearing Services, LLCNorthern Trust Securities, Inc.$24008-05-2010
Ronald Perry John Perry Robin JohnsonWells Fargo Clearing Services, LLCMorgan Stanley$30009-11-2015
James Tate Kelley TateWells Fargo Clearing Services, LLCMorgan Stanley$13107-10-2015
Lee Turmail Jesse MilesWells Fargo Clearing Services, LLCMorgan Stanley$12004-02-2015
Bill Gear Ben BuchananWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$16007-01-2014
Louis V Walsh IVWells Fargo Clearing Services, LLCUBS Financial Services Inc.$28707-29-2013
Richard Meadows Paul Seifert Micheal FettigWells Fargo Clearing Services, LLCMorgan Stanley$26604-16-2013
Robert McMannWells Fargo Clearing Services, LLCMorgan Stanley$16303-15-2013
Nancy K MellonWells Fargo Clearing Services, LLCMorgan Stanley$6508-17-2012
Jack LobiancoWells Fargo Clearing Services, LLCUBS Financial Services Inc.$10907-09-2012
Jeff Drowos Bryan DrowosWells Fargo Clearing Services, LLCMorgan Stanley$19806-29-2012
Michael Landsberg Lewis Bennett Anthony DubbanehWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$49306-19-2012
Daniel Gilham Daniel WoodsWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$11604-19-2012
Jennifer SulemanWells Fargo Clearing Services, LLCMorgan Stanley$30003-02-2012
Avery Wilkins Michael CoxWells Fargo Clearing Services, LLCMorgan Stanley$8401-24-2012
Rajeev Dhillon Joseph LeskoWells Fargo Clearing Services, LLCJPMorgan Chase & Co.$25309-21-2016
Chris Jones Dan HoffeWells Fargo Clearing Services, LLCJPMorgan Chase & Co.$28007-04-2016
Christopher HillWells Fargo Clearing Services, LLCJPMorgan Chase & Co.$2,00009-03-2015
Michael RadnothyWells Fargo Clearing Services, LLCEdward Jones09-02-2020
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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.