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
Aaron Alan SimoneIndependent Financial Group, LLCWells Fargo Clearing Services, LLC$2509-03-2010
Aaron D. HendryLPL Financial LLCWells Fargo Clearing Services, LLC01-30-2017
Aaron Dale ChamberlinStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$10007-28-2009
Aaron Del BrownPartnervest Advisory Services LLCWells Fargo Clearing Services, LLC10-15-2018
Aaron J. MalardinoUnionBanc Investment Services, LLCWells Fargo Clearing Services, LLC12-21-2016
Aaron Michael JohnsonJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC07-19-2019
Aaron Reid FosburgJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC01-04-2013
Aaron Stefan GoldmanMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC11-26-2012
Aaron Thomas LeoneRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$2501-23-2009
Aaron Virgil RiceBBVA Compass Investment Solutions, Inc.Wells Fargo Clearing Services, LLC04-23-2012
Aaron Yoon Joon JangMorgan StanleyWells Fargo Clearing Services, LLC02-24-2012
Aarone Lee TirpakBalboa Wealth Partners, Inc.Wells Fargo Clearing Services, LLC08-30-2019
Abbas KhoshnevissanRockefeller Financial LLCWells Fargo Clearing Services, LLC$2507-26-2019
Abe CastellonLPL Financial LLCWells Fargo Clearing Services, LLC05-08-2019
Abel Macedo AraujoMorgan StanleyWells Fargo Clearing Services, LLC05-03-2013
Adam A KetterlingJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC04-02-2019
Adam Christopher BoyntonMorgan StanleyWells Fargo Clearing Services, LLC03-04-2011
Adam Daniel GelcichMorgan StanleyWells Fargo Clearing Services, LLC$10002-03-2020
Adam Douglas MacdonaldFirst Republic Securities Company, LLCWells Fargo Clearing Services, LLC06-01-2018
Adam Jason HendersonLPL Financial LLCWells Fargo Clearing Services, LLC$5005-10-2018
Adam John ThomasLPL Financial LLCWells Fargo Clearing Services, LLC$5008-14-2009
Adam Richard FeinRBC Capital Markets, LLCWells Fargo Clearing Services, LLC11-01-2016
Adam Thomas TirapelleLaurel Wealth Advisors, Inc.Wells Fargo Clearing Services, LLC$2507-17-2019
Adejanira F. BishopUnionBanc Investment Services, LLCWells Fargo Clearing Services, LLC11-08-2018
Adel Tingcay CambaMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-23-2012
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Showing 1 to 25 of 1,485 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.