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
Mark Joseph ReitzPurshe Kaplan Sterling Investments1st Global Capital Corp.06-18-2013
Richard P JohnsonPurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, LLC11-26-2018
Max DeanPurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, LLC$10011-26-2018
Gregory S. NorrisPurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, LLC$6307-02-2018
Michael Joseph AnnunziataPurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, LLC$3708-12-2016
James Douglas DickeyPurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, LLC08-08-2014
Todd Paul TarantinoPurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, LLC$10005-16-2014
James Joseph Barrett Jr.Purshe Kaplan Sterling InvestmentsAmeriprise Financial Services, LLC$5005-16-2014
Noah C. MorganPurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, LLC05-16-2014
Ward Douglas ArmstrongPurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, LLC$10010-17-2013
Dawn Deborah JurkovichPurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, LLC$5010-17-2013
Donwin Sylvester BraunPurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, LLC10-17-2013
Brian Jon KrusePurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, LLC10-17-2013
James Bernard LundPurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, LLC$15010-01-2013
Robert Dean NelsonPurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, LLC$5010-01-2013
Baburhan GucerPurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, LLC$5003-19-2013
Will Byung LeePurshe Kaplan Sterling InvestmentsAmeriprise Financial Services, LLC$1002-24-2010
Douglas Wayne GillPurshe Kaplan Sterling InvestmentsArgentus Securities, LLC$10002-01-2014
Richard Keith ScottPurshe Kaplan Sterling InvestmentsArtemis Wealth Advisors LLC$2510-02-2012
Lance Robert YurichPurshe Kaplan Sterling InvestmentsArtemis Wealth Advisors LLC$2510-02-2012
Ann Molloy DaggPurshe Kaplan Sterling InvestmentsArvest Wealth Management$15001-16-2014
Steven Marc WeitzPurshe Kaplan Sterling InvestmentsAsset & Financial Planning, Ltd$5002-21-2014
Christopher Biggers BlackmonPurshe Kaplan Sterling InvestmentsAtlanta Financial Associates, LLC10-24-2018
David CamarilloPurshe Kaplan Sterling InvestmentsAvantax Investment Services, Inc.03-18-2014
Michael Keith IhlenfeldtPurshe Kaplan Sterling InvestmentsAXA Advisors, LLC01-10-2020
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Showing 1 to 25 of 350 entries

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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.