Advisers on the Move

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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Desiree WodickerMorgan StanleyAmeriprise Financial Services, LLC06-12-2019
Jason William CoddingtonLPL Financial LLCAmeriprise Financial Services, LLC$10004-22-2019
Keith Owen ChandlerInspire Advisors, LLCAmeriprise Financial Services, LLC$5004-17-2019
Stan Dong Woon ChooPerennial Financial ServicesAmeriprise Financial Services, LLC03-29-2019
Antoinette H NaghaviLPL Financial LLCAmeriprise Financial Services, LLC03-21-2019
Bridget N ConlonLPL Financial LLCAmeriprise Financial Services, LLC03-19-2019
Antonio Rafael RosadoU.S. Bancorp Investments, Inc.Ameriprise Financial Services, LLC03-14-2019
Zachary Scott WeaverNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, LLC01-31-2019
Christopher Joseph KoningCWM, LLCAmeriprise Financial Services, LLC01-03-2019
Lucas Daniel KaraschEP Wealth AdvisorsAmeriprise Financial Services, LLC12-27-2018
Maria T ReidMorgan StanleyAmeriprise Financial Services, LLC12-18-2018
Joshua Robert BeckJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC12-14-2018
Jay Kenneth WallickCommonwealth Financial NetworkAmeriprise Financial Services, LLC11-21-2018
Mark J TaylorCetera Advisor Networks LLCAmeriprise Financial Services, LLC11-01-2018
Khoi Duy NguyenWata Capital LLCAmeriprise Financial Services, LLC11-01-2018
Richard Edward MarekCapital AnalystsAmeriprise Financial Services, LLC$10010-02-2018
Brooke Elizabeth DuchaneyLPL Financial LLCAmeriprise Financial Services, LLC10-02-2018
Bennie Robinson IIIHilltop Securities Inc.Ameriprise Financial Services, LLC09-24-2018
Robert Alan CoronaOppenheimer & Co. Inc.Ameriprise Financial Services, LLC$1009-12-2018
Andrew Michael SchroederFidelity Brokerage Services LLCAmeriprise Financial Services, LLC09-07-2018
Stephen Eric WiedemannWells Fargo Clearing Services, LLCAmeriprise Financial Services, LLC$10008-31-2018
Laine Elizabeth DickisonIntegrity Wealth Advisors, Inc.Ameriprise Financial Services, LLC07-31-2018
Christopher Daniel RylanderRylander RichterAmeriprise Financial Services, LLC07-16-2018
Jason Francis RichterRylander RichterAmeriprise Financial Services, LLC07-16-2018

Showing 1 to 24 of 24 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.