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

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jenny Stiles HollandWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)UBS Financial Services Inc.11-25-2019
Carlos Enrique VandervisWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Merrill Lynch, Pierce, Fenner & Smith Incorporated11-21-2019
Johnny Butler Campbell IIWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones10-11-2019
Afya GabrielWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones10-08-2019
Robert Kidd IIIWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Fidelity Brokerage Services LLC09-24-2019
Brandon Lee WilliamsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones09-04-2019
Kathryn Sanders OrlickWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Stephens08-30-2019
Chasty Laws BaileyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)First Horizon Advisors, Inc.08-07-2019
Steven Dupre AtkinsWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)MML Investors Services, LLC08-06-2019
Amanda WhitlockWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones07-02-2019
Bruce A. BirdWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones06-24-2019
Michael Joseph Sheaffer JrWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Vanguard Marketing Corporation06-20-2019
Ashley Ann PaonessaWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Morgan Stanley05-28-2019
David Oscar DifilippoWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Raymond James & Associates, Inc.05-01-2019
Anne Murray LloydWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)SunTrust Investment Services, Inc.03-29-2019
Donnie Dixon StilesWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones03-20-2019
Kurt EngelhardtWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)TIAA-CREF Individual & Institutional Services, LLC03-14-2019
Theophilus Linwood WoodleyWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)TIAA-CREF Individual & Institutional Services, LLC03-13-2019
Danny C LopezWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Merrill Lynch, Pierce, Fenner & Smith Incorporated03-12-2019
Gloria Tange De ArcangelisWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Ameriprise Financial Services, Inc.02-12-2019
Richard Joseph MillerWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Ameriprise Financial Services, Inc.02-07-2019
Joshua Austin HarrisWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Edward Jones01-29-2019
Angelo Garcia AgsalunaWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)E*TRADE Securities LLC12-20-2018
Taylor Patrick LocklearWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Vanguard Marketing Corporation12-10-2018
Rashad Dale SullivanWells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)Strategic Advisers LLC11-28-2018
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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.