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
Aleksandra Magdalena SchmidtScottrade, Inc.Fidelity Brokerage Services LLC10-28-2014
Alexandra Nicole AitkenAmeriprise Financial Services, LLCFidelity Brokerage Services LLC04-03-2018
Amanda Sue ThomasGWFS Equities, Inc.Fidelity Brokerage Services LLC09-08-2016
Andrea Lynn ThomasScottrade, Inc.Fidelity Brokerage Services LLC01-08-2015
Andrew Harrison BartonCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC08-21-2017
Andrew Kwon KangTIAA-CREF Individual & Institutional Services, LLCFidelity Brokerage Services LLC07-11-2016
Anslem Nkencho GardnerCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC09-20-2016
Anslem Nkencho GardnerFidelity Brokerage Services LLCFidelity Brokerage Services LLC02-08-2016
Bradley Raymond ScobleTIAA-CREF Individual & Institutional Services, LLCFidelity Brokerage Services LLC11-07-2014
Brazos Duncan KendallMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC07-22-2019
Cameron Bryce FrakerWaddell & ReedFidelity Brokerage Services LLC04-08-2015
Christian David HookCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC08-09-2017
Cody McCullahCharles Schwab & Co., Inc.Fidelity Brokerage Services LLC05-12-2017
Colin Gates McGlynnMerrill Lynch, Pierce, Fenner & Smith IncorporatedFidelity Brokerage Services LLC11-15-2019
Dana Ashley RagoneFidelity Brokerage Services LLCFidelity Brokerage Services LLC01-30-2018
David Herbert Grant IIIGWFS Equities, Inc.Fidelity Brokerage Services LLC11-13-2018
David Lee AmiotCommonwealth Financial NetworkFidelity Brokerage Services LLC04-13-2018
Derek Paul SubotickiBancWest Investment Services, Inc.Fidelity Brokerage Services LLC09-14-2018
Devin Douglas BeboutJ.P. Morgan Securities LLCFidelity Brokerage Services LLC12-22-2016
Devin Scott HeitmanTIAA-CREF Individual & Institutional Services, LLCFidelity Brokerage Services LLC10-09-2014
Elliott Nelson WellsRobinhood Financial, LLCFidelity Brokerage Services LLC01-10-2020
Eric Ryan SchneiderThrivent Investment Management Inc.Fidelity Brokerage Services LLC10-22-2018
Frank Sanford IIITIAA-CREF Individual & Institutional Services, LLCFidelity Brokerage Services LLC09-05-2019
Garrett Phillip GacitaThrivent Investment Management Inc.Fidelity Brokerage Services LLC11-08-2019
Israel Nkola KalomboBB&T Securities, LLCFidelity Brokerage Services LLC05-11-2017
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Showing 1 to 25 of 58 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.