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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Timothy Michael McLaughlinWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.$2510-06-2015
David V. WohlabaughWells Fargo Clearing Services, LLCAXA Advisors, LLC09-04-2012
Brandon B. KnutsonWells Fargo Clearing Services, LLCCetera Advisor Networks LLC08-18-2017
Dawn Danise ChurpekWells Fargo Clearing Services, LLCCetera Advisor Networks LLC03-30-2017
Antonio DesotoWells Fargo Clearing Services, LLCCharles Schwab & Co., Inc.04-21-2015
Joseph Jacob Calvin CliftWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.08-26-2013
Steven PapakirkWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$5002-12-2009
James Douglas NormanWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.02-12-2009
David QuinnWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$5001-15-2009
Eric I IngermanWells Fargo Clearing Services, LLCCleveland Research Company LLC11-12-2014
Michael David FrancisWells Fargo Clearing Services, LLCEdward Jones$8209-30-2016
Randall Collin FawcettWells Fargo Clearing Services, LLCEdward Jones$2504-20-2016
Julie Jeret SabranskyWells Fargo Clearing Services, LLCEdward Jones03-30-2016
Matthew James AliagaWells Fargo Clearing Services, LLCEdward Jones03-26-2014
Joshua Michael WhiteWells Fargo Clearing Services, LLCEdward Jones10-18-2013
Jeremy Levi BaynesWells Fargo Clearing Services, LLCEdward Jones$2503-08-2013
Susan Elaine PaoloWells Fargo Clearing Services, LLCEdward Jones08-21-2012
Daniel Everett James CarterWells Fargo Clearing Services, LLCEdward Jones$2508-16-2012
Ryan James MyersWells Fargo Clearing Services, LLCEdward Jones$2505-18-2012
David D. BalzariniWells Fargo Clearing Services, LLCEdward Jones04-02-2012
Joseph Michael CanditoWells Fargo Clearing Services, LLCFidelity Brokerage Services LLC08-14-2018
Noah Adam KoterbaWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC06-21-2019
Krista Lea CartwrightWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC$2502-23-2018
Joshua C WoodbyWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC12-08-2017
Jordan Jeffrey MatolaWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC05-26-2017
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Showing 1 to 25 of 91 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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