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
Adam Lucas WadeWestern Wealth Management LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated06-02-2014
Andrew David MillerWestern Wealth Management LLCLPL Financial LLC$2508-15-2014
Bridget Anne HommeyWestern Wealth Management LLCGallacher Capital Management, LLC$1006-20-2016
Charles William YoderWestern Wealth Management LLCWestern Wealth Management LLC02-24-2020
David Christian FrumWestern Wealth Management LLCNrf Capital Markets, Llc01-31-2014
David Christopher ConnellyWestern Wealth Management LLCRaymond James Financial Services, Inc.$10009-10-2013
David Elba RicheyWestern Wealth Management LLCCUNA Brokerage Services, Inc.$5008-01-2016
Deborah Sue FrankWestern Wealth Management LLCAmeriprise Financial Services, LLC$5010-31-2014
Diana Lynne BobkaWestern Wealth Management LLCEdward Jones$1008-10-2016
Edward Scott SmithWestern Wealth Management LLCLPL Financial LLC$5004-03-2017
Edwin S. Blanchard IIWestern Wealth Management LLCMorgan Stanley$5002-19-2016
Garry Ron KirklandWestern Wealth Management LLCGallacher Capital Management, LLC03-07-2016
Jared Alan PowellWestern Wealth Management LLCWaddell & Reed10-26-2015
John Edward MumfordWestern Wealth Management LLCGallacher Capital Management, LLC06-17-2016
Jonathan David WhiteWestern Wealth Management LLCLPL Financial LLC$2502-23-2017
Julia BourlakovWestern Wealth Management LLCEdward Jones03-31-2017
Kenneth Charles DuncanWestern Wealth Management LLCMorgan Stanley$2506-20-2014
Kenneth Christopher AcamporaWestern Wealth Management LLCBBVA Compass Investment Solutions, Inc.05-14-2013
Lynn ProbstWestern Wealth Management LLCNTB Financial Corporation07-01-2019
Martin Tory StreetmanWestern Wealth Management LLCGallacher Capital Management, LLC$5006-29-2016
Michael David MasseyWestern Wealth Management LLCEdward Jones$2502-10-2020
Michael James SchumarWestern Wealth Management LLCWells Fargo Clearing Services, LLC$2507-02-2013
Nipapan Pamela RosenblumWestern Wealth Management LLCAmeriprise Financial Services, LLC10-31-2014
Patrick Allen KentWestern Wealth Management LLCWaddell & Reed10-29-2015
Ryan Joseph CirasielloWestern Wealth Management LLCEdward Jones12-11-2015
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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.