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
Eric Blake SimonsonAbundo WealthAmeriprise Financial Services, Inc.08-21-2019
Terrence James CallahanU.S. Bancorp Investments, Inc.Ameriprise Financial Services, Inc.08-01-2019
Daniel SlagleFyooz Financial PlanningAmeriprise Financial Services, Inc.07-29-2019
Daniel Joseph EnrightRBC Capital Markets, LLCAmeriprise Financial Services, Inc.07-16-2019
Austin Vieng Savanh KeomysyMerrill Lynch, Pierce, Fenner & Smith IncorporatedAmeriprise Financial Services, Inc.05-31-2019
Kyle Andrew BeesonMorgan StanleyAmeriprise Financial Services, Inc.04-22-2019
Angela Christine HopkinsAXA Advisors, LLCAmeriprise Financial Services, Inc.04-05-2019
David Matthew BenningLogan Park Wealth ManagementAmeriprise Financial Services, Inc.03-29-2019
Jeffery James SuttonLogan Park Wealth ManagementAmeriprise Financial Services, Inc.03-29-2019
Cole Emmanuel HysteadLogan Park Wealth ManagementAmeriprise Financial Services, Inc.03-29-2019
William Patrick MulvahillEssential WealthAmeriprise Financial Services, Inc.03-28-2019
Kristina Rae CummingsPrestige Wealth ManagementAmeriprise Financial Services, Inc.03-26-2019
Jesse SellPrevail Financial Partners, LLCAmeriprise Financial Services, Inc.03-01-2019
Joshua Michael BrockerM Holdings Securities, Inc.Ameriprise Financial Services, Inc.02-19-2019
Michael J SchumacherU.S. Bancorp Investments, Inc.Ameriprise Financial Services, Inc.02-15-2019
Mark Eliot McKinneyRBC Capital Markets, LLCAmeriprise Financial Services, Inc.01-16-2019
Aaron Andrew LindbergGEN Financial Management Inc.Ameriprise Financial Services, Inc.09-25-2018
Gwen Lily MartinWaddell & ReedAmeriprise Financial Services, Inc.$10005-09-2019
Andrew Campbell EarnestU.S. Bancorp Investments, Inc.Ameriprise Financial Services, Inc.$10001-11-2019
Paul Martin HoghaugLPL Financial LLCAmeriprise Financial Services, Inc.$15005-14-2019
Nathan Robert MoenThe Oak Ridge Financial Services Group, Inc.Ameriprise Financial Services, Inc.$25005-15-2019
Terry James GeorgeProEquities, Inc.Ameriprise Financial Services, Inc.$25010-31-2018

Showing 1 to 22 of 22 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.