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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Allen ReedMerrill Lynch, Pierce, Fenner & Smith IncorporatedBancWest Investment Services, Inc.01-08-2020
Tyler ClineU.S. Bancorp Investments, Inc.BancWest Investment Services, Inc.12-17-2019
Scott Richard EbertAllworth Financial, L.P.BancWest Investment Services, Inc.09-17-2019
Seth J. AshtonU.S. Bancorp Investments, Inc.BancWest Investment Services, Inc.08-27-2019
John Gerard HoffmanFarmers Financial Solutions, LLCBancWest Investment Services, Inc.05-22-2019
Jeffrey Scott BergWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.03-28-2019
Luke Austin McCaslinCVA Family Office, LLCBancWest Investment Services, Inc.01-07-2019
Daniel Aaron LampeJ.P. Morgan Securities LLCBancWest Investment Services, Inc.$15012-11-2018
Michael Allen RobbBOK Financial Securities, Inc.BancWest Investment Services, Inc.06-28-2018
Robert B. NeubauerWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.06-20-2018
Clayton Harvey RiddellWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.05-25-2018
Amanda Frances BumgarnerWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.05-18-2018
Jessica Elisabeth BeckMML Investors Services, LLCBancWest Investment Services, Inc.03-02-2018
Amy Lynne ShroffPrism Financial Strategies, LLCBancWest Investment Services, Inc.09-22-2017
Tabrenia Lynn DavidsonWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.$1006-16-2017
Juke C Muir Jr.TIAA-CREF Individual & Institutional Services, LLCBancWest Investment Services, Inc.03-08-2017
Aaron Matthew IveyScottrade, Inc.BancWest Investment Services, Inc.06-06-2016
William Rodrick CarrilloBBVA Securities Inc.BancWest Investment Services, Inc.03-11-2016
James Joseph BeaupreWells Fargo Clearing Services, LLCBancWest Investment Services, Inc.$1001-08-2016
Robert Eugene EdonU.S. Bancorp Investments, Inc.BancWest Investment Services, Inc.07-21-2015
Erin Moran CriderBOK Financial Securities, Inc.BancWest Investment Services, Inc.03-30-2015
Chris Allan LuttmanKey Investment Services LLCBancWest Investment Services, Inc.$5003-20-2015
Chris Richard CounceBBVA Securities Inc.BancWest Investment Services, Inc.02-20-2015
Betty J. TomlinsonStrategic Wealth Advisors GroupBancWest Investment Services, Inc.$10012-18-2014
Andrew S. MontSagePoint Financial, Inc.BancWest Investment Services, Inc.12-15-2014
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Showing 1 to 25 of 42 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.