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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jesse Morales RodriquezWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.01-10-2020
Wesley WongWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$15009-30-2016
Brett P. GoldbergWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$5009-30-2016
Butch Marc SafyurtluWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$5009-16-2016
Haddy Alexander HomampourWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.09-16-2016
Donald Charles BlairWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$5011-23-2015
Curtis Lawrence RachWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$10010-08-2015
Jud Swaim CraryWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$5010-08-2015
Ramon Valdez Jr.Wells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$5008-07-2015
Robert Rotstan Jr.Wells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$2508-28-2014
James Robert ValeWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$5008-28-2014
Chris Patrick McCraryWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$15002-14-2013
David Jay TaborelliWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.11-16-2012
John Allan RodgersWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$10008-10-2012
Alan Richard LarsenWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.$5008-10-2012
Randall Dominic ZelkoWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.02-24-2012
Matthew John MontiniWells Fargo Advisors Financial Network, LLCUBS Financial Services Inc.01-06-2012

Showing 1 to 17 of 17 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.