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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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Todd WexlerWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.$10001-10-2017
Christine Lee DeckerWells Fargo Clearing Services, LLCThrivent Investment Management Inc.12-08-2016
Charles Jefferson MayWells Fargo Clearing Services, LLCEFG Capital Advisors Inc.$10011-18-2016
Richard Manansala ManankilWells Fargo Clearing Services, LLCJanney Montgomery Scott LLC$2511-18-2016
Beatriz Eugenia SolerWells Fargo Clearing Services, LLCEFG Capital International11-18-2016
Eduardo CastroWells Fargo Clearing Services, LLCDeutsche Bank Securities Inc.11-17-2016
Joe David Gainer Jr.Wells Fargo Clearing Services, LLCSunTrust Advisory Services, Inc.$1011-10-2016
Orlando RiveraWells Fargo Clearing Services, LLCFifth Third Securities, Inc.11-08-2016
Devangi A. DesaiWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC11-04-2016
Charles Hal KramerWells Fargo Clearing Services, LLCMorgan Stanley$6010-21-2016
Ericson Balderrama Dos ReisWells Fargo Clearing Services, LLCItau International Securities Inc.10-12-2016
Christian Habib GreenWells Fargo Clearing Services, LLCMorgan Stanley10-11-2016
Robert Townsend Edwards Jr.Wells Fargo Clearing Services, LLCRiverGlades Family Offices, LLC10-04-2016
Carlos E. CandiaWells Fargo Clearing Services, LLCHSBC Securities (USA) Inc.10-03-2016
Christopher Murrle-PhilippsenWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.09-30-2016
Jeremy Scott HickeyWells Fargo Clearing Services, LLCPNC Investments09-30-2016
Alejandro TrianaWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.09-30-2016
Benjamin Michael JohnsWells Fargo Clearing Services, LLCMorgan Stanley09-30-2016
Peter John Korcusko Jr.Wells Fargo Clearing Services, LLCMorgan Stanley$11709-26-2016
Carlos Detoro Jr.Wells Fargo Clearing Services, LLCUBS Financial Services Inc.09-21-2016
Maria Jose Vanegas PessoaWells Fargo Clearing Services, LLCUBS Financial Services Inc.09-21-2016
Enrique GalangWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$15008-26-2016
Francisco Alberto ColladoWells Fargo Clearing Services, LLCAmerant Investments, Inc.08-19-2016
Brian Patrick HendrickWells Fargo Clearing Services, LLCNYLIFE Securities LLC08-19-2016
Aluizio Soares PachecoWells Fargo Clearing Services, LLCMorgan Stanley08-18-2016
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Showing 101 to 125 of 482 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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