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

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Dana Court StoudtWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Paul Kenneth CollinsWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Dale Keith LawrenceWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
John Robert PowellWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Michael Thomas WalkerWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
David Warren ParksWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Tracy Lynn JohnsWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Brett Robert FenskeWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Michael John JacobsWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Cameron James NelsonWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
James Anthony Aletto Jr.Wells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Julie Ann PatinWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Peter Thomas Cook Jr.Wells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
David Jon SyversonWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Bruce Edward WellsWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
William Ralph BergelandWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Michael Lance WieseWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Ian Vaughn ScheererWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Stanton Earl StormWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Justin Robert MishacoffWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Jeffrey Scott ThomasWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Mark Allen SeversonWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Linda NetjesWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Pamela Jean HornerWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
David Paul ChristiansWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
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Showing 26 to 50 of 169 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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