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
Ted William DensmoreWells Fargo Advisors Financial Network, LLCMorgan Stanley$15003-06-2020
Nancy Hughes KlineWells Fargo Advisors Financial Network, LLCMorgan Stanley$15003-06-2020
Rachael Anne McBrideWells Fargo Advisors Financial Network, LLCMorgan Stanley03-06-2020
William Dale KlineWells Fargo Advisors Financial Network, LLCMorgan Stanley$5003-06-2020
David Riley DensmoreWells Fargo Advisors Financial Network, LLCMorgan Stanley03-06-2020
Courtney Nichole SmuderWells Fargo Advisors Financial Network, LLCMorgan Stanley08-27-2019
Patrick Neal StraderWells Fargo Advisors Financial Network, LLCMorgan Stanley$29102-14-2019
Grace BasiloneWells Fargo Advisors Financial Network, LLCMorgan Stanley11-01-2017
James Daniel TidwellWells Fargo Advisors Financial Network, LLCMorgan Stanley$5011-01-2017
William Patrick PremockWells Fargo Advisors Financial Network, LLCMorgan Stanley$10011-01-2017
Justin BlewsWells Fargo Advisors Financial Network, LLCMorgan Stanley10-14-2016
David Lawrence GrayWells Fargo Advisors Financial Network, LLCMorgan Stanley11-12-2015
James Keith Tate SrWells Fargo Advisors Financial Network, LLCMorgan Stanley07-10-2015
Kelley A TateWells Fargo Advisors Financial Network, LLCMorgan Stanley07-10-2015
Darren Robert MoranWells Fargo Advisors Financial Network, LLCMorgan Stanley$5011-20-2014
Jay E FratelloWells Fargo Advisors Financial Network, LLCMorgan Stanley12-13-2012
Todd Elliot CraigWells Fargo Advisors Financial Network, LLCMorgan Stanley$5012-13-2012
Scott Allen McarthurWells Fargo Advisors Financial Network, LLCMorgan Stanley$2512-13-2012
Bruce Scott WilsonWells Fargo Advisors Financial Network, LLCMorgan Stanley$10011-09-2012
David James CrumWells Fargo Advisors Financial Network, LLCMorgan Stanley$5011-01-2012
Michael Alan KnaubWells Fargo Advisors Financial Network, LLCMorgan Stanley$10005-25-2012
Keith Duane DunnWells Fargo Advisors Financial Network, LLCMorgan Stanley$15007-15-2010
Richard William JanaesWells Fargo Advisors Financial Network, LLCMorgan Stanley$15007-15-2010
Kenneth Donald OuelletteWells Fargo Advisors Financial Network, LLCMorgan Stanley$10007-15-2010
Frank Parker DurandWells Fargo Advisors Financial Network, LLCMorgan Stanley12-10-2009
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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.