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
Michael J. MackowiakMorgan StanleyWells Fargo Clearing Services, LLC10-21-2019
Michael James OsborneJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC10-18-2019
John Howell SwiftLPL Financial LLCWells Fargo Clearing Services, LLC10-18-2019
Matthew Gene PfeiferJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC10-17-2019
Victor H. AvilaU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC10-16-2019
Robert Lee RankinLaurel Wealth Advisors, Inc.Wells Fargo Clearing Services, LLC10-16-2019
Jason Bradley JohnsonLPL Financial LLCWells Fargo Clearing Services, LLC10-15-2019
Sat Sangat Kaur KhalsaJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC10-10-2019
Daniel CastroBBVA Securities Inc.Wells Fargo Clearing Services, LLC10-10-2019
Jorge CarranzaMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC10-09-2019
Richard Marion BlosserAxxcess Wealth Management, LLCWells Fargo Clearing Services, LLC10-08-2019
Johnny Rodriguez RodriguezMorgan StanleyWells Fargo Clearing Services, LLC10-08-2019
Felix Arreola TorresJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC10-07-2019
Jeffrey Matthew ScofieldRBC Capital Markets, LLCWells Fargo Clearing Services, LLC10-01-2019
Samer GeorgesJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC09-27-2019
Azad RadLPL Financial LLCWells Fargo Clearing Services, LLC09-27-2019
Don Philip GrijalvaRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$18509-27-2019
Pedro Jaime MartiRockefeller Financial LLCWells Fargo Clearing Services, LLC$5009-27-2019
Scott Ryan GordonCetera Advisor Networks LLCWells Fargo Clearing Services, LLC09-23-2019
Jason William RankinM. S. Howells & Co.Wells Fargo Clearing Services, LLC$1,00009-20-2019
Sandra Hedstrom WheelerStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC09-20-2019
Jon Delmar PinckneyMiramontes Capital, LLCWells Fargo Clearing Services, LLC09-17-2019
Timothy C. BurkhartLPL Financial LLCWells Fargo Clearing Services, LLC09-16-2019
Zachary Loren ZigmondNorthern Trust Securities, Inc.Wells Fargo Clearing Services, LLC09-16-2019
Owen Matthew MunsillFidelity Brokerage Services LLCWells Fargo Clearing Services, LLC09-13-2019
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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.