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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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Adam Craig SchachterPrivate Advisor Group, LLCWells Fargo Clearing Services, LLC$11812-21-2017
Adam Jesse GurienMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$15008-19-2011
Ahmet Ali KamilChase Investment Services Corp.Wells Fargo Clearing Services, LLC02-01-2010
Alan Jed RafferRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$13302-16-2018
Alan Jeffrey LoginLPL Financial LLCWells Fargo Clearing Services, LLC$5006-01-2009
Alan Michael HermanMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$20004-05-2012
Albert Nicholas DeganoNational Securities CorporationWells Fargo Clearing Services, LLC$5003-11-2015
Albert Patrick MorasSecurian Financial Services, Inc.Wells Fargo Clearing Services, LLC11-02-2015
Aleksandar MatovskiMorgan StanleyWells Fargo Clearing Services, LLC09-01-2010
Alena M. KurlovichUBS Financial Services Inc.Wells Fargo Clearing Services, LLC05-19-2017
Alex WentheMorgan StanleyWells Fargo Clearing Services, LLC$16605-18-2017
Alexander BolshemAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC$10006-05-2015
Alexander SimanovskyPNC InvestmentsWells Fargo Clearing Services, LLC06-20-2011
Alicja Anna PlonskaUBS Financial Services Inc.Wells Fargo Clearing Services, LLC01-09-2009
Alp Yusuf AkturkPNC InvestmentsWells Fargo Clearing Services, LLC$5001-17-2018
Amy Louise MorettiNew England SecuritiesWells Fargo Clearing Services, LLC03-13-2012
Andres F. QuinteroCetera Investment Services LLCWells Fargo Clearing Services, LLC10-16-2015
Andrew Joseph BernalSantander Securities LLCWells Fargo Clearing Services, LLC05-13-2014
Anthony Fiore Sposato Jr.Ameriprise Financial Services, LLCWells Fargo Clearing Services, LLC09-02-2011
Anthony John MiceliBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$15008-14-2015
Anthony Paul LibrizziL.O. Thomas & Co. Inc.Wells Fargo Clearing Services, LLC$2509-27-2013
Anthony Peter Iuso IIILPL Financial LLCWells Fargo Clearing Services, LLC$5010-08-2015
Argiroula Nondas MastrodimosLPL Financial LLCWells Fargo Clearing Services, LLC10-06-2017
Arthur Alvin LevineMorgan StanleyWells Fargo Clearing Services, LLC$10006-06-2013
Arthur Christian PyottUBS Financial Services Inc.Wells Fargo Clearing Services, LLC01-22-2015
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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.