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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Marquita Rena WeaverWells Fargo Clearing Services, LLCPFS Investments Inc.06-19-2019
Joshua Andrew CarrWells Fargo Clearing Services, LLCEdward Jones05-30-2019
Ryan Evan BadgerWells Fargo Clearing Services, LLCIFG Advisory, LLC04-08-2019
Alexandria Maria RasinWells Fargo Clearing Services, LLCUBS Financial Services Inc.02-15-2019
Ronnie Gene BrownWells Fargo Clearing Services, LLCUBS Financial Services Inc.02-15-2019
William S. WallerWells Fargo Clearing Services, LLCSynovus Securities, Inc.12-14-2018
Harold Tyler GayWells Fargo Clearing Services, LLCEdward Jones09-14-2018
Trent Linville DotyWells Fargo Clearing Services, LLCEdward Jones08-24-2018
David RijkersWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated08-07-2018
Denzel Ja'Vaughn ColemanWells Fargo Clearing Services, LLCEdward Jones05-03-2018
Henra Hosea ChennaultWells Fargo Clearing Services, LLCJ.P. Morgan Securities LLC05-02-2018
Minesh P AminWells Fargo Clearing Services, LLCBB&T Securities, LLC04-27-2018
Geoffrey Miles JohnstonWells Fargo Clearing Services, LLCOppenheimer & Co. Inc.04-17-2018
Caleb C. HufstetlerWells Fargo Clearing Services, LLCVALIC Financial Advisors, Inc.04-11-2018
Kyle Thomas WareWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-09-2018
Joshua K. SpeeseWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-14-2017
Bari BridgesWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated12-07-2017
Aaron M. TillingerWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated11-28-2017
Bradford S. WalshWells Fargo Clearing Services, LLCAmeriprise Financial Services, Inc.06-29-2017
Jason Lee HesterWells Fargo Clearing Services, LLCLPL Financial LLC05-22-2017
Richard Philip CapursoWells Fargo Clearing Services, LLCPNC Investments04-19-2017
Ashley A. WeleskoWells Fargo Clearing Services, LLCVALIC Financial Advisors, Inc.01-13-2017
Sharaff Ulann RathurWells Fargo Clearing Services, LLCPNC Investments01-06-2017
David Eric MooreWells Fargo Clearing Services, LLCEdward Jones11-18-2016
Andrea Brown MolaviWells Fargo Clearing Services, LLCUSAA Financial Advisors, Inc.11-04-2016
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Showing 1 to 25 of 157 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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