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
Robert Joseph CostelloLPL Financial LLCWells Fargo Clearing Services, LLC05-20-2020
Zach Michael BromleyLPL Financial LLCWells Fargo Clearing Services, LLC$15005-15-2020
James Henry MichalskiLPL Financial LLCWells Fargo Clearing Services, LLC$10002-18-2020
Robert Gerard HermansenLPL Financial LLCWells Fargo Clearing Services, LLC$1,00012-17-2019
Argiroula Nondas MastrodimosLPL Financial LLCWells Fargo Clearing Services, LLC10-06-2017
Josephine A StaglianoLPL Financial LLCWells Fargo Clearing Services, LLC06-21-2017
James Robert Sgro Jr.LPL Financial LLCWells Fargo Clearing Services, LLC06-01-2017
Paul William MorseLPL Financial LLCWells Fargo Clearing Services, LLC$10007-22-2016
Kimberly Ann JablonskiLPL Financial LLCWells Fargo Clearing Services, LLC11-11-2015
Anthony Peter Iuso IIILPL Financial LLCWells Fargo Clearing Services, LLC$5010-08-2015
Perry Alan SilvermanLPL Financial LLCWells Fargo Clearing Services, LLC$5003-13-2015
Dominic Joseph Sedicino Jr.LPL Financial LLCWells Fargo Clearing Services, LLC03-09-2015
David Herman TepperLPL Financial LLCWells Fargo Clearing Services, LLC10-03-2014
Domenick MinerviniLPL Financial LLCWells Fargo Clearing Services, LLC07-30-2013
Scott Joseph BancroftLPL Financial LLCWells Fargo Clearing Services, LLC07-23-2013
John Howard ChapelLPL Financial LLCWells Fargo Clearing Services, LLC05-23-2013
Michael Joseph O'NeillLPL Financial LLCWells Fargo Clearing Services, LLC$5008-13-2012
Lucy DigioiaLPL Financial LLCWells Fargo Clearing Services, LLC$5003-15-2012
Elizabeth EchavarriaLPL Financial LLCWells Fargo Clearing Services, LLC02-08-2012
Robert J. Taraska Jr.LPL Financial LLCWells Fargo Clearing Services, LLC09-23-2011
Huma McgheeLPL Financial LLCWells Fargo Clearing Services, LLC07-01-2011
Ronald Keith BrownleeLPL Financial LLCWells Fargo Clearing Services, LLC$5003-11-2011
Guy Edward FanelliLPL Financial LLCWells Fargo Clearing Services, LLC$2509-23-2010
William HartLPL Financial LLCWells Fargo Clearing Services, LLC10-09-2009
Joseph Spencer NorrisLPL Financial LLCWells Fargo Clearing Services, LLC08-20-2009
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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.