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 Louis GoldfaderWells Fargo Clearing Services, LLCUBS Financial Services Inc.$5004-16-2020
Kayvan IzadpanahWells Fargo Clearing Services, LLCUBS Financial Services Inc.01-27-2020
Roy Albert Mendoza Jr.Wells Fargo Clearing Services, LLCUBS Financial Services Inc.$5001-24-2020
Gary Gene Cattich Jr.Wells Fargo Clearing Services, LLCUBS Financial Services Inc.$5001-24-2020
Joseph Alan SeidlerWells Fargo Clearing Services, LLCUBS Financial Services Inc.$5001-24-2020
Frank Joseph ColatruglioWells Fargo Clearing Services, LLCUBS Financial Services Inc.06-12-2019
Garett James ColatruglioWells Fargo Clearing Services, LLCUBS Financial Services Inc.06-12-2019
Bryan Gregory MolinarWells Fargo Clearing Services, LLCUBS Financial Services Inc.06-05-2019
John Joseph WelkerWells Fargo Clearing Services, LLCUBS Financial Services Inc.$15001-10-2019
Michael Tyler MaisWells Fargo Clearing Services, LLCUBS Financial Services Inc.09-19-2018
Deborah Lynn KeyWells Fargo Clearing Services, LLCUBS Financial Services Inc.$10608-31-2018
Louie Anthony Valdez Jr.Wells Fargo Clearing Services, LLCUBS Financial Services Inc.$5007-05-2018
Nicholas Austin SondgerothWells Fargo Clearing Services, LLCUBS Financial Services Inc.07-05-2018
Thomas Patrick KirwanWells Fargo Clearing Services, LLCUBS Financial Services Inc.$10006-29-2018
Michael Brooks TownsendWells Fargo Clearing Services, LLCUBS Financial Services Inc.06-29-2018
Christopher Huy DoWells Fargo Clearing Services, LLCUBS Financial Services Inc.05-04-2018
Susanna Kim BrackeWells Fargo Clearing Services, LLCUBS Financial Services Inc.$10004-06-2018
Gary Jon SampsonWells Fargo Clearing Services, LLCUBS Financial Services Inc.$5003-02-2018
Jay Bernard EricssonWells Fargo Clearing Services, LLCUBS Financial Services Inc.$9403-02-2018
Nancy Kay SampsonWells Fargo Clearing Services, LLCUBS Financial Services Inc.03-02-2018
Jon Arthur SampsonWells Fargo Clearing Services, LLCUBS Financial Services Inc.$1003-02-2018
Perry Armand NovakWells Fargo Clearing Services, LLCUBS Financial Services Inc.$10006-24-2016
Gary Robert CummingsWells Fargo Clearing Services, LLCUBS Financial Services Inc.05-27-2016
Richard Marion BlosserWells Fargo Clearing Services, LLCUBS Financial Services Inc.$10011-27-2015
Valerie Lynn NajarianWells Fargo Clearing Services, LLCUBS Financial Services Inc.11-27-2015
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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.