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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Michael Devin McdonaldU.S. Bancorp Investments, Inc.Wells Fargo Investments, LLC08-04-2009
Susanne Elisabeth AtondoU.S. Bancorp Investments, Inc.Chase Investment Services Corp.03-18-2010
Michael Everett WilliamsU.S. Bancorp Investments, Inc.Chase Investment Services Corp.$2503-22-2010
Todd Kally BairdU.S. Bancorp Investments, Inc.Chase Investment Services Corp.04-21-2010
Dan Craig MclaughlinU.S. Bancorp Investments, Inc.Chase Investment Services Corp.05-05-2010
Fiona Karen CosmannU.S. Bancorp Investments, Inc.Chase Investment Services Corp.06-30-2010
Jan Mark StouberU.S. Bancorp Investments, Inc.Chase Investment Services Corp.06-30-2010
John David CrabtreeU.S. Bancorp Investments, Inc.Chase Investment Services Corp.07-02-2010
Vaughn Smith Mcguire IIIU.S. Bancorp Investments, Inc.TD Ameritrade, Inc.09-14-2010
Kevin Converse SatterleeU.S. Bancorp Investments, Inc.HIMCO Distribution Services Company09-28-2010
Shane BoehmU.S. Bancorp Investments, Inc.Fintegra, LLC03-21-2011
Jason Scott HildebrantU.S. Bancorp Investments, Inc.Phillips & Company Securities Inc.09-12-2011
Kenneth Michael WachtendorfU.S. Bancorp Investments, Inc.Key Investment Services LLC01-30-2012
Harold Thomas BoucherU.S. Bancorp Investments, Inc.Edward Jones05-16-2012
Robert Michael RubottomU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC$15007-23-2012
Leopold David AlapontU.S. Bancorp Investments, Inc.Edward Jones$5011-26-2012
Seth Adam PrescottU.S. Bancorp Investments, Inc.LPL Financial LLC$1012-17-2012
Ashley Brooke MearsU.S. Bancorp Investments, Inc.NYLIFE Securities LLC01-23-2013
Alisha K HanksU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC06-24-2013
Pranee ThitisuwatU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC07-31-2013
Aaron David OnealU.S. Bancorp Investments, Inc.MetLife Securities Inc.12-23-2013
Ronnie John SotoU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC02-04-2014
Christopher Alan JacobsonU.S. Bancorp Investments, Inc.J.P. Morgan Securities LLC03-14-2014
Jorge Alberto MartinezU.S. Bancorp Investments, Inc.Key Investment Services LLC04-25-2014
Corey Blair CastnerU.S. Bancorp Investments, Inc.Financial Advocates Investment Management05-16-2014
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Showing 1 to 25 of 45 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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