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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Latest moves

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Kenneth Patrick HanleyStifel, Nicolaus & Company, IncorporatedD.A. Davidson & Co.04-30-2015
Emma Pearl GibsonD.A. Davidson & Co.D.A. Davidson & Co.09-12-2012
Craig Taylor WilcoxWells Fargo Clearing Services, LLCD.A. Davidson & Co.06-19-2012
William Edwin WhitneyWedbush Securities Inc.D.A. Davidson & Co.05-19-2009
Michael Cory EverettINVEST Financial CorporationD.A. Davidson & Co.01-07-2009
Joseph Geofrey TravisStifel, Nicolaus & Company, IncorporatedD.A. Davidson & Co.$1003-10-2015
Ryan D HancockStifel, Nicolaus & Company, IncorporatedD.A. Davidson & Co.$2501-29-2016
Brent Lynn KoetterStifel, Nicolaus & Company, IncorporatedD.A. Davidson & Co.$2501-29-2016
Cort Lee WilcoxWells Fargo Clearing Services, LLCD.A. Davidson & Co.$2506-01-2012
John Hyrum KoyleThe O.N. Equity Sales CompanyD.A. Davidson & Co.$2511-01-2010
Cheryl Lynn SeifertIndependent Financial Group, LLCD.A. Davidson & Co.$5007-02-2015
Benjamin Michael MillerLPL Financial LLCD.A. Davidson & Co.$5003-13-2015
Scott Douglas BaldwinStifel, Nicolaus & Company, IncorporatedD.A. Davidson & Co.$5003-10-2015
Brian Grayson CrookCommonwealth Financial NetworkD.A. Davidson & Co.$5003-03-2011
Richard Merrill HowellStifel, Nicolaus & Company, IncorporatedD.A. Davidson & Co.$10001-29-2016

Showing 1 to 15 of 15 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.