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
Edward John MurphyWells Fargo Advisors Financial Network, LLCAmeriprise Financial Services, LLC$5002-16-2016
Michael Andrew SternWells Fargo Advisors Financial Network, LLCBanc of America Investment Services, Inc.$15010-14-2009
David Alan BoliverWells Fargo Advisors Financial Network, LLCBanc of America Investment Services, Inc.$10004-17-2009
Michael Joseph MooneyWells Fargo Advisors Financial Network, LLCBanc of America Investment Services, Inc.04-17-2009
David Edward SherlockWells Fargo Advisors Financial Network, LLCBanc of America Investment Services, Inc.04-17-2009
Gavriel Yasha KandkhorovWells Fargo Advisors Financial Network, LLCChase Investment Services Corp.$2511-01-2011
Carlos Gabriel MejiaWells Fargo Advisors Financial Network, LLCChase Investment Services Corp.05-07-2010
Steffan Hasso HagendorfWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$15003-11-2010
John Alan PomeroyWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$5002-26-2010
Danny ShumWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.02-19-2010
Joseph John MatovickWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$5002-11-2010
Aleksey LernerWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.02-11-2010
Steven Matthew KavallWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.02-11-2010
Oscar Luis ManriqueWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.02-11-2010
William Joseph Nallan IIIWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.01-29-2010
Bret GallinWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.01-29-2010
Aldo James ValenteWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.01-13-2010
Nelson Pereira MartinsWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$2501-13-2010
Stavros SpuccesWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.01-12-2010
Solomon ChemoWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$5005-15-2009
Eugene Han Jin PakWells Fargo Advisors Financial Network, LLCCitigroup Global Markets Inc.$15005-15-2009
Kelly Marie O'NeillWells Fargo Advisors Financial Network, LLCEdward Jones$5005-27-2015
Arthur Craigg McRaeWells Fargo Advisors Financial Network, LLCEdward Jones$5008-01-2014
Martin L. RobbinsWells Fargo Advisors Financial Network, LLCFirst Command Financial Planning, Inc.11-06-2015
Charles William MccollumWells Fargo Advisors Financial Network, LLCHarold C. Brown & Co., LLC$5001-17-2012
Next Page »

Showing 1 to 25 of 83 entries

Page 1 | 2 | 3 | 4

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.