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
Bradley Wayne PrewittCommonwealth Financial NetworkU.S. Bancorp Investments, Inc.09-02-2016
Brian A. PowellPNC InvestmentsU.S. Bancorp Investments, Inc.$2503-18-2014
Caleb Patrick SingletonU.S. Bancorp Investments, Inc.U.S. Bancorp Investments, Inc.10-09-2019
Carol Jean FasslerEdward JonesU.S. Bancorp Investments, Inc.09-01-2010
Charles Richard EllerLPL Financial LLCU.S. Bancorp Investments, Inc.05-01-2015
Craig Dee CoenCetera Advisors LLCU.S. Bancorp Investments, Inc.12-20-2010
Crystal Moeglin BurnsCommerce Brokerage Services, Inc.U.S. Bancorp Investments, Inc.02-11-2019
Curt M. KruseWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$10009-28-2015
David A. SkaggsJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.03-17-2017
David Charles IrwinBMO Harris Financial Advisors, Inc.U.S. Bancorp Investments, Inc.01-15-2015
Dominic Augustus BovaWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.01-05-2011
Douglas Edward HardinWaddell & ReedU.S. Bancorp Investments, Inc.$8804-07-2017
Eric C. SporingBFC Planning, Inc.U.S. Bancorp Investments, Inc.06-15-2016
Frederick Arvey SavelWoodbury Financial Services, Inc.U.S. Bancorp Investments, Inc.11-16-2010
Heath Franklin FultonEdward JonesU.S. Bancorp Investments, Inc.07-12-2019
Jacob Jennings SloanEdward JonesU.S. Bancorp Investments, Inc.02-24-2011
Jaimie L. EmersonEdward JonesU.S. Bancorp Investments, Inc.10-16-2017
James Deralf Stinson Jr.Fifth Third Securities, Inc.U.S. Bancorp Investments, Inc.09-30-2013
James Philip BuckalewWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.12-01-2015
Janet Mary DunhamUMB Financial Services, Inc.U.S. Bancorp Investments, Inc.09-19-2013
Jason R. PfitzingerLPL Financial LLCU.S. Bancorp Investments, Inc.12-17-2015
Jason R. PfitzingerEdward JonesU.S. Bancorp Investments, Inc.03-18-2011
Jeffrey Bartlett InglesEdward JonesU.S. Bancorp Investments, Inc.08-02-2013
Jeffrey Lynn ColemanWaddell & ReedU.S. Bancorp Investments, Inc.08-19-2009
Jennifer J. TillemanEdward JonesU.S. Bancorp Investments, Inc.12-05-2016
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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.