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
Jesse Duwane YoungAlera Investment Advisors, LLCU.S. Bancorp Investments, Inc.$15011-19-2019
Anthony L. CatalanoFidelity Brokerage Services LLCU.S. Bancorp Investments, Inc.10-01-2019
Matthew Meyer OrdwayFifth Third Securities, Inc.U.S. Bancorp Investments, Inc.09-19-2019
Bill A. RizosWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.09-18-2019
Paul Austin SchuringLincoln Financial Advisors CorporationU.S. Bancorp Investments, Inc.06-28-2019
John K. BurtonPNC InvestmentsU.S. Bancorp Investments, Inc.$15006-27-2019
Nick Panos StavropoulosWintrust Investments LLCU.S. Bancorp Investments, Inc.06-20-2019
Michael Lendell FolandWestern International Securities, Inc.U.S. Bancorp Investments, Inc.04-12-2019
Amy Lynn BarnesHilltop Securities Independent Network Inc.U.S. Bancorp Investments, Inc.04-10-2019
Lambros C. KonstantellosTD Ameritrade Investment Management, LLCU.S. Bancorp Investments, Inc.03-11-2019
Moe M El TurkeyJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.03-07-2019
Jeffrey Warren CreechWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.07-31-2018
Terrence Allen NewmanLincoln Financial Advisors CorporationU.S. Bancorp Investments, Inc.06-22-2018
Jesse ZaragozaBankers Life Securities, Inc.U.S. Bancorp Investments, Inc.10-25-2017
Anastacio Gamino Jr.Wintrust Investments LLCU.S. Bancorp Investments, Inc.$5008-18-2017
Michael Truett McIntyreNational Securities CorporationU.S. Bancorp Investments, Inc.07-12-2017
Eric D. MaysBMO Harris Financial Advisors, Inc.U.S. Bancorp Investments, Inc.03-28-2017
Timothy Michael HainesFidelity Brokerage Services LLCU.S. Bancorp Investments, Inc.01-20-2017
George Steve AlkhouryFidelity Brokerage Services LLCU.S. Bancorp Investments, Inc.01-11-2017
Dominic A. RotiFidelity Brokerage Services LLCU.S. Bancorp Investments, Inc.11-03-2016
Carla Ann ReillyLPL Financial LLCU.S. Bancorp Investments, Inc.10-13-2016
Anna Huiping L LiCitigroup Global Markets Inc.U.S. Bancorp Investments, Inc.09-14-2016
Alexandria Desiree DotsonPNC InvestmentsU.S. Bancorp Investments, Inc.02-17-2016
Justin Anthony McBrideFeltl & CompanyU.S. Bancorp Investments, Inc.$1012-08-2015
Todd Robert ZipfelFeltl & CompanyU.S. Bancorp Investments, Inc.$2511-05-2015
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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.