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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Joseph KaneAllworth Financial, L.P.RAA01-07-2020
David Wayne RobertsonAllworth Financial, L.P.RAA01-07-2020
Richard Roper WintersAllworth Financial, L.P.RAA01-07-2020
Robert Bryant GeckerAllworth Financial, L.P.RAA01-07-2020
Joseph C. MaidenAllworth Financial, L.P.RAA01-07-2020
Charles Robert PatyAllworth Financial, L.P.RAA01-07-2020
Charles ComeauAllworth Financial, L.P.RAA01-07-2020
John GermanAllworth Financial, L.P.RAA01-07-2020
Rutledge Alan GordonAllworth Financial, L.P.RAA01-07-2020
Sylvester Earl WilliamsAllworth Financial, L.P.RAA01-07-2020
Jeremy Wayne MerchantAllworth Financial, L.P.RAA01-07-2020
Katherine Theresa SchraederAllworth Financial, L.P.RAA01-07-2020
Paul Anton OchelAllworth Financial, L.P.RAA01-07-2020
Joshua Michael PinchekAllworth Financial, L.P.RAA01-07-2020
Rick Ray BartonAllworth Financial, L.P.RAA01-07-2020
Jill L PivatoAllworth Financial, L.P.RAA01-07-2020
Daniel Ryan GromatzkyAllworth Financial, L.P.RAA01-07-2020
Patrick FiskAllworth Financial, L.P.RAA01-07-2020
Richard Hamilton OldhamAllworth Financial, L.P.RAA01-07-2020
Gary Eugene PetersonAllworth Financial, L.P.RAA01-07-2020
Frederick J KneibAllworth Financial, L.P.RAA01-07-2020
Michelle G YatesAllworth Financial, L.P.RAA01-07-2020
Robert Wade MasonAllworth Financial, L.P.RAA01-07-2020
Kyle Andrew GlerumAllworth Financial, L.P.RAA01-07-2020
Jesse Michael ReedAllworth Financial, L.P.RAA01-07-2020
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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.