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 Charles HerschDenver Wealth AdvisorsDenver Wealth Advisors02-14-2019
Aaron Charles HerschDenver Wealth AdvisorsA & I Financial Services, LLC04-08-2015
Aaron Charles HerschGeneos Wealth Management, Inc.Cetera Advisors LLC06-26-2009
Aaron Darrell SalcidoFidelity Brokerage Services LLCPFS Investments Inc.11-11-2019
Aaron David GreyBuckingham Strategic Wealth, LLCRobert Grey An Sec Reg. Investment Advisor DBA Denver Money Mgr.02-03-2016
Aaron David SchmiedelWells Fargo Clearing Services, LLCFifth Third Securities, Inc.07-29-2016
Aaron James HauglandCUNA Brokerage Services, Inc.Personal Capital Advisors Corporation09-18-2017
Aaron JensenWoodbury Financial Services, Inc.Farmers Financial Solutions, LLC04-26-2017
Aaron Lee CruzAXA Advisors, LLCSecurian Financial Services, Inc.12-07-2011
Aaron Leo SchettlerInfinex Investments, Inc.PFS Investments Inc.10-20-2018
Aaron Matthew IveyFidelity Brokerage Services LLCScottrade, Inc.04-25-2018
Aaron Matthew IveyScottrade, Inc.BancWest Investment Services, Inc.06-06-2016
Aaron Raburn TiceDelphi Wealth PartnersAmeriprise Financial Services, LLC08-05-2015
Aaron Robert AndersonPrivate Capital Management, LLCCobiz Wealth08-10-2015
Aaron Robert McLachlanFidelity Brokerage Services LLCCharles Schwab & Co., Inc.04-02-2015
Abiye P OkuchabaFidelity Brokerage Services LLCEdward Jones06-15-2009
Abraham HeimannCetera Advisors LLCOppenheimer & Co. Inc.$2506-29-2013
Adam Blake PetersAllworth Financial, L.P.OppenheimerFunds Distributor, Inc.07-01-2014
Adam Brooks SelbyTIAA-CREF Individual & Institutional Services, LLCNational Financial Services LLC06-28-2011
Adam Christopher CarrCornbelt Financial, LLCJFTHOMPSON WEALTH MANAGEMENT12-07-2018
Adam Edward BruninNavigation Wealth ManagementSigma Financial Corporation04-05-2016
Adam J. SpencerFidelity Brokerage Services LLCWaddell & Reed10-16-2013
Adam Jansen FowlerWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.04-17-2019
Adam Jansen FowlerU.S. Bancorp Investments, Inc.Chase Investment Services Corp.10-06-2011
Adam John GobleMorgan StanleyUSAA Financial Planning Services03-14-2014
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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.