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
Brett Matthew RamseyWaddell & ReedSheridan Road03-30-2020
Kate White Schilling-LerzakWaddell & ReedCFD Investments, Inc.05-02-2019
David Robert GlammWaddell & ReedInvestment Professionals, Inc.08-29-2016
Jon Keith StuckerWaddell & ReedWaddell & Reed$10005-02-2016
Jenna Lynn SpurrierWaddell & ReedRBC Capital Markets, LLC$15005-02-2016
Jon R. RoyerWaddell & ReedEdward Jones12-18-2015
Stephen T. ReisingWaddell & ReedMorgan Stanley04-17-2015
Timothy Ichiro MiyaharaWaddell & ReedWells Fargo Advisors Financial Network, LLC$15007-01-2013
Kester Paul McKinney IIIWaddell & ReedOneAmerica Securities, Inc.06-20-2013
Broderic Charles SchoenWaddell & ReedNorthwestern Mutual Investment Services, LLC05-31-2013
Gary G. Bouch Jr.Waddell & ReedAmeriprise Financial Services, LLC$5004-19-2013
Brian Christopher CoxonWaddell & ReedJ.P. Morgan Securities LLC04-12-2013
Timothy Michael AnneeWaddell & ReedThurston Springer Financial10-08-2012
Michael Paul MurrayWaddell & ReedLPL Financial LLC$5005-10-2012
Jason Ryan GregoryWaddell & ReedEdward Jones02-13-2012

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.