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
Amanda Wells SchmutteU.S. Bancorp Investments, Inc.Chase Investment Services Corp.01-07-2009
Charles David RidleyU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.$50007-14-2009
Michael Patrick Estes IIU.S. Bancorp Investments, Inc.PNC Investments03-29-2010
Mary Jane JenningsU.S. Bancorp Investments, Inc.PNC Investments07-13-2010
Ann Page BeardU.S. Bancorp Investments, Inc.J.J.B. Hilliard, W.L. Lyons, LLC$10011-29-2010
Regina Gail Parsley-ByrdU.S. Bancorp Investments, Inc.J.J.B. Hilliard, W.L. Lyons, LLC11-29-2010
James Rork WilliamsU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)12-03-2010
Nathan W RainboltU.S. Bancorp Investments, Inc.Chase Investment Services Corp.$10002-28-2011
Jayson James CaplingU.S. Bancorp Investments, Inc.Edward Jones$83004-04-2011
Chester Anthony WinnU.S. Bancorp Investments, Inc.Chase Investment Services Corp.06-30-2011
Tammi Adele DaubyU.S. Bancorp Investments, Inc.Chase Investment Services Corp.06-30-2011
Matthew Paul GieslerU.S. Bancorp Investments, Inc.Chase Investment Services Corp.$25007-12-2011
Lisa Pearl BrittU.S. Bancorp Investments, Inc.PNC Investments$10008-31-2012
Paul Cowles LaskeyU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC01-03-2013
Robert Douglas Roar Jr.U.S. Bancorp Investments, Inc.Edward Jones04-01-2013
Katie J. ReevesU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC10-17-2013
Jeffrey Lyle BlackburnU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated$50004-25-2014
Misty Lanae StandifurU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-25-2014
Ladeanna R. DamronU.S. Bancorp Investments, Inc.MetLife Securities Inc.04-30-2014
Lunora Ruth HillU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC08-08-2014
Maxito Pierre IsenhowerU.S. Bancorp Investments, Inc.Edward Jones$10001-28-2016
Ryan Sanford LawsonU.S. Bancorp Investments, Inc.LPL Financial LLC02-16-2016
Scott Lee AmicoU.S. Bancorp Investments, Inc.PNC Investments$25003-29-2016
Jeffrey Clayton MeadorsU.S. Bancorp Investments, Inc.BB&T Investment Services, Inc.$10006-01-2016
John Benedict JamesonU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$15008-29-2016
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Showing 1 to 25 of 37 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.

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