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
Michelle Lee GaskillRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-18-2019
Easton David MossmanRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC03-18-2019
Brian Daniel HaehlAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC10-12-2018
Kimberly Lynn PopoffOneAmerica Securities, Inc.Wells Fargo Advisors Financial Network, LLC02-28-2018
Gary Lee JacksonAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC05-30-2017
David Carl VorbeckAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC05-30-2017
Paul Jason KuzemkaAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC05-30-2017
Stephen WienAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC05-30-2017
Daniel Arend StyfAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC05-30-2017
Steven Eric SchmidtAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC05-30-2017
Shawn Christopher ForcePrivate Client Services, LLCWells Fargo Advisors Financial Network, LLC09-01-2016
Ashley D. HallCetera Investment Services LLCWells Fargo Advisors Financial Network, LLC11-18-2015
Patrick Joseph RhodesMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Advisors Financial Network, LLC10-01-2014
Donald Edgar Bates Jr.Sanctuary Securities, Inc.Wells Fargo Advisors Financial Network, LLC07-02-2014
Scott Thomas WolfrumSanctuary Securities, Inc.Wells Fargo Advisors Financial Network, LLC05-28-2013
Dustin Gabrial DentonSanctuary Securities, Inc.Wells Fargo Advisors Financial Network, LLC04-03-2013
Michael John CarsonWells Fargo Advisors Financial Network, LLCWells Fargo Advisors Financial Network, LLC07-02-2009
Daniel Kevin CrookshanksJ.P. Morgan Securities LLCWells Fargo Advisors Financial Network, LLC03-30-2009
Robert E. KollarBenjamin F. Edwards & Company, Inc.Wells Fargo Advisors Financial Network, LLC$1008-19-2019
Debra Sue SpencerThurston Springer FinancialWells Fargo Advisors Financial Network, LLC$1001-02-2015
Kelly A. ShikanyFirst Allied Securities, Inc.Wells Fargo Advisors Financial Network, LLC$1011-21-2014
Ryan Allan KayAMI Investment Management IncWells Fargo Advisors Financial Network, LLC$1008-04-2014
Steven Craig KucharskiRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$1005-09-2014
Kevin Jay GrantLPL Financial LLCWells Fargo Advisors Financial Network, LLC$1010-10-2011
John Thomas Hays IIIAmeriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC$2105-30-2017
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Showing 1 to 25 of 43 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 InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.