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
Joshua Andrew CarrWells Fargo Clearing Services, LLCEdward Jones05-30-2019
Harold Tyler GayWells Fargo Clearing Services, LLCEdward Jones09-14-2018
Trent Linville DotyWells Fargo Clearing Services, LLCEdward Jones08-24-2018
Denzel Ja'Vaughn ColemanWells Fargo Clearing Services, LLCEdward Jones05-03-2018
David Eric MooreWells Fargo Clearing Services, LLCEdward Jones11-18-2016
Kyle Robert BochatWells Fargo Clearing Services, LLCEdward Jones07-05-2016
Kyle Linden CongerWells Fargo Clearing Services, LLCEdward Jones04-15-2016
Udel Richardson IIWells Fargo Clearing Services, LLCEdward Jones04-11-2016
Valvis S. Tinsley IIWells Fargo Clearing Services, LLCEdward Jones12-09-2015
Chandler Thomas WoodWells Fargo Clearing Services, LLCEdward Jones04-01-2015
Francis Merle BevenourWells Fargo Clearing Services, LLCEdward Jones$2511-14-2014
Frank N. MebaneWells Fargo Clearing Services, LLCEdward Jones10-29-2014
Micah John GearWells Fargo Clearing Services, LLCEdward Jones09-30-2014
Kristopher W. KrauseWells Fargo Clearing Services, LLCEdward Jones$2509-19-2014
Robert Adrian TomaselloWells Fargo Clearing Services, LLCEdward Jones07-30-2014
Kyle Jason BatesWells Fargo Clearing Services, LLCEdward Jones$1007-03-2014
Steven Woods TuckWells Fargo Clearing Services, LLCEdward Jones06-23-2014
Ashlee Nicole GodfreyWells Fargo Clearing Services, LLCEdward Jones02-14-2014
Jeffrey Lamar RichardsonWells Fargo Clearing Services, LLCEdward Jones01-17-2014
Adam Webster LeeWells Fargo Clearing Services, LLCEdward Jones$1001-10-2014
Scott Edward HerndonWells Fargo Clearing Services, LLCEdward Jones$2509-30-2013
Ashton Cole GreenWells Fargo Clearing Services, LLCEdward Jones$2508-09-2013
Jack L PhippsWells Fargo Clearing Services, LLCEdward Jones$103-21-2013
Mack Aaron CohenWells Fargo Clearing Services, LLCEdward Jones03-15-2013
Samuel Grady Gilliam IIIWells Fargo Clearing Services, LLCEdward Jones12-11-2012
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Showing 1 to 25 of 27 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.