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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kenneth Mark WapnitskyJanney Montgomery Scott LLCWells Fargo Clearing Services, LLC$1,00006-05-2019
Scott Andrew TrevethanJanney Montgomery Scott LLCWells Fargo Clearing Services, LLC03-27-2019
Kevin Joseph CarrollLPL Financial LLCWells Fargo Clearing Services, LLC$10002-15-2019
Elana Feldstein MiliantaRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$5002-08-2019
Beth F CutlerWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$15002-01-2019
Jason AndrewsWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$2501-31-2019
Montgomery Chase BradleyJanney Montgomery Scott LLCWells Fargo Clearing Services, LLC$1,00001-16-2019
Michael Charles MondelloLPL Financial LLCWells Fargo Clearing Services, LLC$5001-14-2019
Glenn Simon ZavorskasRBC Capital Markets, LLCWells Fargo Clearing Services, LLC01-08-2019
Eric Paul LovasMML Investors Services, LLCWells Fargo Clearing Services, LLC$5001-03-2019
Peter Gene YacovoneCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$1,00010-05-2018
Mark Allen GantnerCommonwealth Financial NetworkWells Fargo Clearing Services, LLC$5010-05-2018
Vincent Michael Camarota Jr.Raymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC08-31-2018
Brandon Christopher PhelpsMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC08-17-2018
Timothy William GibsonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC07-26-2018
Sviatlana V. MaslavaBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC07-23-2018
Steele SkibiskyWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$1,00007-13-2018
Nicholas Wentworth WalshWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$4207-13-2018
Thomas Jeffrey HallWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC07-13-2018
Thomas Joseph HallWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC07-11-2018
Alexander Dewitt WalshWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC07-11-2018
Eileen Marie KeeganJanney Montgomery Scott LLCWells Fargo Clearing Services, LLC$5006-20-2018
Matthew Neal LoitzJanney Montgomery Scott LLCWells Fargo Clearing Services, LLC$10005-01-2018
Angelo CarlonePruco Securities, LLC.Wells Fargo Clearing Services, LLC$1,00004-26-2018
John Joseph McDermott IIIRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$15004-23-2018
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Showing 1 to 25 of 85 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.

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