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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

Filters

Adviser(s) Firm joining Firm leaving AUM ($M) Date
William J McDavittMorgan StanleyWells Fargo Clearing Services, LLC$5009-04-2013
Verenisse GonzalezSantander Securities LLCWells Fargo Clearing Services, LLC08-29-2013
Robert Anthony BezzoneMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC08-23-2013
Joseph Andrew MarottaMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC08-23-2013
Stephen C AlbertMorgan StanleyWells Fargo Clearing Services, LLC$15008-23-2013
Joseph M. GalimidiMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$5008-20-2013
Ivan CorreaMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC08-06-2013
Domenick MinerviniLPL Financial LLCWells Fargo Clearing Services, LLC07-30-2013
Scott Joseph BancroftLPL Financial LLCWells Fargo Clearing Services, LLC07-23-2013
Orlando Campos Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC07-19-2013
Denis Joseph KennyMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC07-03-2013
Charles Angelo Pascarella Jr.Benjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$5007-02-2013
Caryn Jean RahillMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC06-25-2013
Jeffrey Gordon WrightsonPetersen Investments, Inc.Wells Fargo Clearing Services, LLC06-18-2013
Jesse L. WeissbergerMorgan StanleyWells Fargo Clearing Services, LLC06-14-2013
Arthur Alvin LevineMorgan StanleyWells Fargo Clearing Services, LLC$10006-06-2013
Roman YakubovMorgan StanleyWells Fargo Clearing Services, LLC$5006-06-2013
Jody Pokross WeinbergHSBC Securities (USA) Inc.Wells Fargo Clearing Services, LLC06-03-2013
Gregg Scott TedeschiMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC05-28-2013
John Howard ChapelLPL Financial LLCWells Fargo Clearing Services, LLC05-23-2013
Gideon BernhardEssex National Securities, LLCWells Fargo Clearing Services, LLC05-09-2013
Robert Fayez IbrahimJanney Montgomery Scott LLCWells Fargo Clearing Services, LLC$5004-30-2013
Lee Stirling MinskMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$5004-29-2013
Timothy J. RistowMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC04-29-2013
Mark Joseph AronsonAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC04-26-2013
« Previous PageNext Page »

Showing 276 to 300 of 478 entries

Page 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15

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.