Advisers on the Move

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
Jude D JeannisWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$1701-03-2011
John Van RavenhorstVoya Financial Advisors, Inc.Voya Financial Partners, LLC$1001-03-2011
Paul Allen BloomWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$1001-03-2011
John Aaron PearsonWells Fargo Clearing Services, LLCWells Fargo Investments, LLC$1001-03-2011
Jerry Glenn AllenH. Beck, Inc.Kestra Investment Services, LLC01-03-2011
Joel Kenneth GreenblumWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Gregory Allen BowmanWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Karla Jean Christianson GreerVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Rolf Andre EllingsenVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Michael Stewart LewisWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
George Oliver BlanchardWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Michael Owen WahlstromWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Stephanie Marie Rood-SmithWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Debbie Lee ParretWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Elena Silvia VoinWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Charles Alan RoodWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Tina Marie BadalianWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Angela Marie SecoloVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Patrick Thomas NiedermeyerWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Jason Mclean HurleyWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Robert James WilsonWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Pamela Mae YoungVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Travis Michael OdenWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Dawn Kathleen DepnerVoya Financial Advisors, Inc.Voya Financial Partners, LLC01-03-2011
Jonathan Lee OlivaWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
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Showing 251 to 275 of 1,183 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.

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