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
Craig Ryan CollinsChase Investment Services Corp.Wells Fargo Investments, LLC04-27-2011
Amelia L. LoFirst Republic Securities Company, LLCWells Fargo Investments, LLC03-28-2011
Michael Jason SorianoMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Investments, LLC01-19-2011
John Edward Bostaph Jr.Allstate Financial Services, LLCWells Fargo Investments, LLC01-11-2011
Michael Brinton KiddMorgan StanleyWells Fargo Investments, LLC01-06-2011
Richard George Kuchen Jr.HSBC Securities (USA) Inc.Wells Fargo Investments, LLC01-05-2011
Steven Anthony AntinucciMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Investments, LLC01-01-2011
Gavin Arthur LichtU.S. Bancorp Investments, Inc.Wells Fargo Investments, LLC12-21-2010
Sanyu M. BanksU.S. Bancorp Investments, Inc.Wells Fargo Investments, LLC12-20-2010
Clarence King HoChase Investment Services Corp.Wells Fargo Investments, LLC12-06-2010
Brian Jeffrey MeehanLPL Financial LLCWells Fargo Investments, LLC12-01-2010
Lavette Denier HatchChase Investment Services Corp.Wells Fargo Investments, LLC11-29-2010
Michael Robert DennisonLPL Financial LLCWells Fargo Investments, LLC11-29-2010
Sonja Kaarina Lilja-LiChase Investment Services Corp.Wells Fargo Investments, LLC11-22-2010
Antonio GomezUnionBanc Investment Services, LLCWells Fargo Investments, LLC11-18-2010
Ritika SinghMorgan StanleyWells Fargo Investments, LLC11-15-2010
Michael Allen AndersonVALIC Financial Advisors, Inc.Wells Fargo Investments, LLC11-08-2010
Matthew Justin Derrico-PassMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Investments, LLC11-04-2010
Wahid NurieChase Investment Services Corp.Wells Fargo Investments, LLC10-25-2010
Kevin Scott KelloggAmeriprise Financial Services, LLCWells Fargo Investments, LLC10-22-2010
Michael Aaron KandelChase Investment Services Corp.Wells Fargo Investments, LLC10-18-2010
Ryan Joel MasonAmeriprise Financial Services, LLCWells Fargo Investments, LLC10-07-2010
Justin Michael ElliottAmeriprise Financial Services, LLCWells Fargo Investments, LLC10-07-2010
Michael Dennis HamptonAmeriprise Financial Services, LLCWells Fargo Investments, LLC10-04-2010
Emilio Silveira De SousaMorgan StanleyWells Fargo Investments, LLC$5010-01-2010
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Showing 1 to 25 of 138 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.