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
Charles E. Porter IIIBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC08-14-2015
Michael John GavaletzVALIC Financial Advisors, Inc.Wells Fargo Clearing Services, LLC08-13-2015
Richard Jay BrandonCapitol Securities Management, Inc.Wells Fargo Clearing Services, LLC08-12-2015
Matthew Nicholas D'AmicoMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC08-11-2015
William Clarke MoynihanStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC08-07-2015
Kristin Elizabeth McCannMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC07-30-2015
Christopher Denver GeilingAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC$5006-26-2015
Daniel John HarperAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC$5006-26-2015
Margaret Robina MarquesMorgan StanleyWells Fargo Clearing Services, LLC06-23-2015
Michael Solomon KatsMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC06-19-2015
Michael David PalacePrivate Portfolio Partners, LLCWells Fargo Clearing Services, LLC06-18-2015
Joseph VessioJ.P. Morgan Securities LLCWells Fargo Clearing Services, LLC06-16-2015
John Boston IVSecurian Financial Services, Inc.Wells Fargo Clearing Services, LLC06-15-2015
Michael RubelCapitol Securities Management, Inc.Wells Fargo Clearing Services, LLC$2506-12-2015
Mitch Scott KlenofskyAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC$5006-05-2015
Alexander BolshemAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC$10006-05-2015
Leonard StagnittiStifel, Nicolaus & Company, IncorporatedWells Fargo Clearing Services, LLC$20006-05-2015
Robert Jay PincusOppenheimer & Co. Inc.Wells Fargo Clearing Services, LLC$5005-15-2015
Eric Alan ZakarinIndependent Financial Group, LLCWells Fargo Clearing Services, LLC$10005-13-2015
Richard Joseph Cline Jr.Merrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC05-04-2015
Matthew J. TroncellitoAXA Advisors, LLCWells Fargo Clearing Services, LLC04-23-2015
Philip Kwame OseiTD Ameritrade, Inc.Wells Fargo Clearing Services, LLC04-16-2015
Christopher John LeavyRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$10004-07-2015
Perry Alan SilvermanLPL Financial LLCWells Fargo Clearing Services, LLC$5003-13-2015
Albert Nicholas DeganoNational Securities CorporationWells Fargo Clearing Services, LLC$5003-11-2015
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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.