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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Justin Timothy BaileyCUSO Financial Services, L.P.Wells Fargo Clearing Services, LLC07-19-2019
Jon Carl FoxCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.$1,00007-10-2019
Jesse Babb Crumpler Jr.CUSO Financial Services, L.P.CUNA Brokerage Services, Inc.07-10-2019
Mark Edward HowellCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.07-10-2019
Douglas L RobertsonCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.07-10-2019
Boris Michael CastilloCUSO Financial Services, L.P.Kinecta Wealth Management07-03-2019
Craig Scott FeinCUSO Financial Services, L.P.Kinecta Wealth Management07-01-2019
Robert James O'ConnorCUSO Financial Services, L.P.CUNA Brokerage Services, Inc.06-26-2019
Connor Mcgarry ReidCUSO Financial Services, L.P.Fidelity Personal and Workplace Advisors06-26-2019
Dillon Paul LeechCUSO Financial Services, L.P.Edward Jones06-26-2019
Christopher Jason SantilloCUSO Financial Services, L.P.Citizens Securities, Inc.05-31-2019
Christopher Alan ClapinskiCUSO Financial Services, L.P.Raymond James & Associates, Inc.$2505-06-2019
Jonathan Adam StoftCUSO Financial Services, L.P.Johanson Financial Advisors, Inc.05-01-2019
Barry Charles WindCUSO Financial Services, L.P.Cambridge Investment Research, Inc.04-08-2019
Deepinder Kaur GillCUSO Financial Services, L.P.TD Ameritrade, Inc.12-26-2018
Andrew Gerry HackettCUSO Financial Services, L.P.Waddell & Reed12-19-2018
Leif Stefone TinsleyCUSO Financial Services, L.P.Edward Jones12-17-2018
David Albert WeisCUSO Financial Services, L.P.First Heartland Capital, Inc.$1011-05-2018
Sara Elizabeth CrouchCUSO Financial Services, L.P.American Fidelity Securities, Inc.07-30-2018
Kevin W. DavisCUSO Financial Services, L.P.LPL Financial LLC07-23-2018

Showing 1 to 20 of 20 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.