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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Walter MeisnerMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$2506-10-2011
Adam Francis BandMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC08-20-2010
Adrienne C. Smith-DellingerMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC02-10-2016
Alan Robert CulinerUBS Financial Services Inc.Wells Fargo Clearing Services, LLC$10001-15-2009
Alexander Eugene PolitschAXA Advisors, LLCWells Fargo Clearing Services, LLC10-24-2014
Amy Caroline TaylorRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC03-24-2010
Andrew Joseph EgberRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$15001-12-2018
Andrew Louis KadalaCetera Advisors LLCWells Fargo Clearing Services, LLC$4809-27-2017
Angela Jieun TakMML Investors Services, LLCWells Fargo Clearing Services, LLC02-01-2012
Anna Maria MirandaSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC06-29-2017
Ashley Tanner LazarewiczMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC05-23-2011
Barry David Barton SilverH. Beck, Inc.Wells Fargo Clearing Services, LLC$2505-05-2009
Beth K VenitBurt Wealth AdvisorsWells Fargo Clearing Services, LLC$20009-21-2015
Blair Keith BryantLincoln Financial Advisors CorporationWells Fargo Clearing Services, LLC09-19-2014
Brandon Wesley GulleyMML Investors Services, LLCWells Fargo Clearing Services, LLC02-08-2010
Brian Douglas McGregorSargent Investment Group, LLCWells Fargo Clearing Services, LLC08-03-2018
Brian Matthew SaboHighTower Securities, LLCWells Fargo Clearing Services, LLC$5004-25-2014
Bryan Christopher BeamerRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10002-02-2010
Bryan Patrick GatelyMorgan StanleyWells Fargo Clearing Services, LLC06-03-2016
Burton DanielJanney Montgomery Scott LLCWells Fargo Clearing Services, LLC$1002-17-2017
Cameron Spencer BrowningSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC03-04-2016
Carolyn Soliday MeakemRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$10009-24-2012
Charles Anthony GueliMorgan StanleyWells Fargo Clearing Services, LLC10-28-2010
Charles Brooks DeiBB&T Securities, LLCWells Fargo Clearing Services, LLC$5005-12-2014
Charles Louis LaubachAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC09-19-2012
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Showing 1 to 25 of 176 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.