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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Charles Gilbert ReynoldsWells Fargo Clearing Services, LLCMorgan Stanley$10011-12-2009
Christopher Robert ReynoldsWells Fargo Clearing Services, LLCMorgan Stanley11-12-2009
Jay Andrew JensenWells Fargo Clearing Services, LLCRBC Capital Markets, LLC05-17-2010
Thomas J. Pappas, Cydnie Ann Callaway, Matthew Donald PappasWells Fargo Clearing Services, LLCMorgan Stanley10-21-2010
Larry Gordon HandyWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$20001-03-2011
Ronald Michael ReillyWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$10001-03-2011
Russell Todd TurnerWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$10001-03-2011
Ruth T RileyWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$10001-03-2011
Robert Paul HennebergerWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$10001-03-2011
Joey E. BronsonWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$10001-03-2011
Jason James HowardWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$10001-03-2011
Aaron Joseph MasseyWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$5001-03-2011
Ronald Emery BloodWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$2501-03-2011
Trenton Wade ChristensenWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$2501-03-2011
Reese HulbertWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$2501-03-2011
Vaughn Daniel LawWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Todd Scott SchmuckerWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Alan J SmileyWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Samir Moufid SleimanWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Edgar Emer Webster IVWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Leann Gordon MackayWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Darin Shane DewsnupWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Gregory Clyde RuddWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Shelly HislerWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Christopher Layne MilesWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Next Page »

Showing 1 to 25 of 85 entries

Page 1 | 2 | 3 | 4

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.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.