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
Edward Wayne Chess Jr.Ameriprise Financial Services, LLCSignator Investors, Inc.$1003-26-2010
James Christian KaiserAmeriprise Financial Services, LLCSignator Investors, Inc.03-26-2010
Christopher Sean HaywardAmeriprise Financial Services, LLCSignator Investors, Inc.$1003-26-2010
George R. BelloAmeriprise Financial Services, LLCSignator Investors, Inc.03-26-2010
Matthew Scott WaltersAmeriprise Financial Services, LLCSignator Investors, Inc.02-02-2009
Alexander P. PetsisAnthony Petsis & Associates Inc.Signator Investors, Inc.11-05-2018
Gregory AshekianAXA Advisors, LLCSignator Investors, Inc.02-20-2009
Nancy A. Munro GaumerBestVest Investments, Ltd.Signator Investors, Inc.$10008-31-2017
Joseph William DicampliBestVest Investments, Ltd.Signator Investors, Inc.02-04-2016
Donald Michael HealeyCambridge Investment Research, Inc.Signator Investors, Inc.$10007-24-2018
Donald Arthur ScarazzoCambridge Investment Research, Inc.Signator Investors, Inc.07-24-2018
Donald M. Healey Jr.Cambridge Investment Research, Inc.Signator Investors, Inc.07-24-2018
Stefan Foster StrifflerCapital AnalystsSignator Investors, Inc.05-23-2018
Ian P. McLaughlinCharles Schwab & Co., Inc.Signator Investors, Inc.04-09-2018
Robert David Weber IIClient One Securities LLCSignator Investors, Inc.$5012-01-2014
Shanley Rassler CampbellContinuum Advisory, LLCSignator Investors, Inc.01-18-2018
Luke Tyler AustinEdward JonesSignator Investors, Inc.09-15-2017
Margaret Lucille CrosslandHornor, Townsend & Kent, LLCSignator Investors, Inc.$2110-11-2017
David Fredric BerdowKestra Investment Services, LLCSignator Investors, Inc.10-26-2011
Frank Anthony OrlandoLPL Financial LLCSignator Investors, Inc.$5012-18-2013
David Joseph KovichLPL Financial LLCSignator Investors, Inc.10-20-2010
Michael P BarrettMerrill Lynch, Pierce, Fenner & Smith IncorporatedSignator Investors, Inc.01-21-2013
Richard Lynn TuellMerrill Lynch, Pierce, Fenner & Smith IncorporatedSignator Investors, Inc.09-20-2012
Nicholas Eskinder DawitMerrill Lynch, Pierce, Fenner & Smith IncorporatedSignator Investors, Inc.04-16-2012
Frank Anthony OrlandoMerrill Lynch, Pierce, Fenner & Smith IncorporatedSignator Investors, Inc.09-26-2011
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Showing 1 to 25 of 34 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.