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
Timothy Joseph HaasWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$20003-31-2017
Suzanne Kay KachAmeriprise Financial Services, Inc.U.S. Bancorp Investments, Inc.$15003-26-2010
Robert St.Clair ChristmanRBC Capital Markets, LLCU.S. Bancorp Investments, Inc.04-01-2019
Phillip B. HallidayMorgan StanleyU.S. Bancorp Investments, Inc.09-26-2017
Peter Glen MilesWoodbury Financial Services, Inc.U.S. Bancorp Investments, Inc.$10002-17-2017
Michael Arthur EdwardsAmeriprise Financial Services, Inc.U.S. Bancorp Investments, Inc.07-10-2012
Laurie Jean LangWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.10-31-2011
Justin Bryan FeigalBMO Harris Financial Advisors, Inc.U.S. Bancorp Investments, Inc.04-09-2019
June Ann KronenbergerWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$5004-21-2011
Jesse Thomas HedWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$10001-04-2013
Jeremiah James LurkenCliftonLarsonAllen Wealth Advisors, LLCU.S. Bancorp Investments, Inc.11-20-2017
Jeffrey Allen WeggeWoodbury Financial Services, Inc.U.S. Bancorp Investments, Inc.08-08-2012
Elton K. ChanThrivent Investment Management Inc.U.S. Bancorp Investments, Inc.11-14-2014
David Douglas ArndtWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.03-04-2016
Darin Lance DunhamWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$5006-03-2016
Daniel David LottsLPL Financial LLCU.S. Bancorp Investments, Inc.07-17-2019
Chuck Jason McBeainMerrill Lynch, Pierce, Fenner & Smith IncorporatedU.S. Bancorp Investments, Inc.09-24-2014
Christopher Anthony JadinWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.10-25-2013
Chris Alan EldredRoyal Alliance Associates, Inc.U.S. Bancorp Investments, Inc.11-06-2009
Chad Allan HoltzWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$2506-02-2014
Brooks Lee StaplesAmeriprise Financial Services, Inc.U.S. Bancorp Investments, Inc.11-28-2014
Bradley Peter LonguevilleWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$2509-22-2015
Albin J DalekiRBC Capital Markets, LLCU.S. Bancorp Investments, Inc.$15008-17-2018

Showing 1 to 23 of 23 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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