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

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Tenner StoeU.S. Bancorp Investments, Inc.Edward Jones09-03-2019
Leann LambrechtU.S. Bancorp Investments, Inc.Edward Jones01-15-2019
Linda K. WinkelmanU.S. Bancorp Investments, Inc.Edward Jones$15001-11-2019
Mark KluenderU.S. Bancorp Investments, Inc.Edward Jones01-07-2019
Todd R. McTavishU.S. Bancorp Investments, Inc.Edward Jones03-30-2016
Ryan D. PenningtonU.S. Bancorp Investments, Inc.Edward Jones04-06-2015
Scott David MickelsonU.S. Bancorp Investments, Inc.Edward Jones03-12-2013
Joseph John Zaiter Jr.U.S. Bancorp Investments, Inc.Edward Jones06-28-2012
Chad William DaveyU.S. Bancorp Investments, Inc.Edward Jones07-29-2011
Laurie Lynn FittererU.S. Bancorp Investments, Inc.Edward Jones$1002-01-2011

Showing 1 to 10 of 10 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.