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
Carl Andrew AdkinsU.S. Bancorp Investments, Inc.UBS Financial Services Inc.06-18-2009
Hugh William Rhodes IIU.S. Bancorp Investments, Inc.Kiplinger Wealth Advisors07-13-2009
Jake Alan FashnerU.S. Bancorp Investments, Inc.Natcity Investments, Inc.11-02-2009
Daniel Joseph BrownU.S. Bancorp Investments, Inc.PNC Investments03-01-2010
Michael Kent Thompson IIU.S. Bancorp Investments, Inc.Chase Investment Services Corp.03-01-2010
Mark Andrew PaskowskiU.S. Bancorp Investments, Inc.PNC Investments04-12-2010
Justin A. BrockU.S. Bancorp Investments, Inc.PNC Investments$25007-05-2010
Michael William BabbinU.S. Bancorp Investments, Inc.The Huntington Investment Company$50007-05-2010
Brian Thomas MaherU.S. Bancorp Investments, Inc.The Huntington Investment Company07-19-2010
Jeremy Shawn HixsonU.S. Bancorp Investments, Inc.FirstMerit Financial Services, Inc07-20-2010
Philip Matthew MercioU.S. Bancorp Investments, Inc.PNC Investments$50009-07-2010
Derrick Christopher MerrellU.S. Bancorp Investments, Inc.The Huntington Investment Company09-14-2010
Jeffrey Scott FlammU.S. Bancorp Investments, Inc.Key Investment Services LLC10-25-2010
Ronald Edward BrickmanU.S. Bancorp Investments, Inc.The Huntington Investment Company$15011-01-2010
Stevan Petar NenadovU.S. Bancorp Investments, Inc.FirstMerit Financial Services, Inc11-09-2010
Daniel Leon GuentherU.S. Bancorp Investments, Inc.Key Investment Services LLC$25002-01-2011
Tracy Lynn YoungU.S. Bancorp Investments, Inc.Key Investment Services LLC02-14-2011
Marie Annette AzbillU.S. Bancorp Investments, Inc.The Huntington Investment Company03-16-2011
Anthony Paul RahrigU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.$50007-05-2011
Christopher Edward AdkinsU.S. Bancorp Investments, Inc.PNC Investments07-26-2011
Vernos Kenneth WilliamsU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.$10007-27-2011
Tyler Landon WilliamsU.S. Bancorp Investments, Inc.PNC Investments09-30-2011
Jeffrey David LammertU.S. Bancorp Investments, Inc.Chase Investment Services Corp.$25010-03-2011
Christine Lynn AsbachU.S. Bancorp Investments, Inc.Fifth Third Securities, Inc.11-14-2011
Jeremy Beauregard SloanU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC (Formerly Wells Fargo Advisors, LLC)$15012-30-2011
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.