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
James Eric CopelandAdvisory Services NetworkAmeriprise Financial Services, LLC05-03-2018
Matthew Daniel GreeneAllstate Financial Services, LLCAmeriprise Financial Services, LLC05-02-2013
Nicholas Carlyle CampbellAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC09-28-2016
Eric Scott PulliamAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC01-06-2016
Adam Glenwood MaggsAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC11-10-2014
Allegra Noelle ConklinAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC04-13-2011
Merceditas Zaragoza De PaduaAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC$2501-05-2011
Michael Edward KennairAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC06-02-2010
Ted Eric CheneyAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC$2506-05-2009
Russell ClarkeBenedetti, Gucer & AssociatesAmeriprise Financial Services, LLC12-05-2019
Lawrence Michael Donroe-WellsBenedetti, Gucer & AssociatesAmeriprise Financial Services, LLC11-26-2019
Jaime Andres BenedettiBenedetti, Gucer & AssociatesAmeriprise Financial Services, LLC$5003-08-2013
Erik Tomas AnhausBenedetti, Gucer & AssociatesAmeriprise Financial Services, LLC$5003-08-2013
Michel Ian CowderyBIP Wealth, LLCAmeriprise Financial Services, LLC03-09-2018
Jonathon Richard Mc AdowCambridge Investment Research, Inc.Ameriprise Financial Services, LLC04-25-2017
Charles Whitman DavisCape Securities Inc.Ameriprise Financial Services, LLC$5012-07-2016
George Moore IIICarter, Terry & Company, Inc.Ameriprise Financial Services, LLC$5006-17-2014
Eric Nyle JonesCarter, Terry & Company, Inc.Ameriprise Financial Services, LLC$5002-10-2014
Margaret Ann KulykChicory WealthAmeriprise Financial Services, LLC01-10-2018
Mary Barbara ShaltisChicory WealthAmeriprise Financial Services, LLC01-10-2018
Daniel Colin McNabbChicory WealthAmeriprise Financial Services, LLC01-10-2018
Jacob Edward NewcomerChicory WealthAmeriprise Financial Services, LLC01-10-2018
Kevin Mark ArculeoCommonwealth Financial NetworkAmeriprise Financial Services, LLC$1001-30-2009
David Edward WardCommonwealth Financial NetworkAmeriprise Financial Services, LLC01-05-2009
Harsh MehraCommonwealth Financial NetworkAmeriprise Financial Services, LLC$5001-05-2009
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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.