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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
William Stephan Matesich Sr.LPL Financial LLCWells Fargo Advisors Financial Network, LLC01-15-2020
Barry George Krisko Jr.Ameriprise Financial Services, LLCWells Fargo Advisors Financial Network, LLC01-13-2020
Michael Joseph KrupaRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC01-09-2020
John Paul TosiLPL Financial LLCWells Fargo Advisors Financial Network, LLC$8310-01-2019
Maureen B KozakNations Financial Group, Inc.Wells Fargo Advisors Financial Network, LLC$15009-06-2019
Howard William VariLPL Financial LLCWells Fargo Advisors Financial Network, LLC$5005-31-2019
Steven Elliot SchwartzMorgan StanleyWells Fargo Advisors Financial Network, LLC$5005-09-2019
Todd Felix BogdaTriad Advisors LLCWells Fargo Advisors Financial Network, LLC10-31-2018
Bradley Joel SandersTriad Advisors LLCWells Fargo Advisors Financial Network, LLC$10010-31-2018
Jeffrey Ryan KlineTriad Advisors LLCWells Fargo Advisors Financial Network, LLC$5010-31-2018
Richard Anthony FloraCoastal Equities, Inc.Wells Fargo Advisors Financial Network, LLC$15010-16-2018
Roman Savage LeniwCoastal Equities, Inc.Wells Fargo Advisors Financial Network, LLC$5010-16-2018
Blane Christopher TierneyCoastal Equities, Inc.Wells Fargo Advisors Financial Network, LLC$2510-16-2018
Christian Raymond GarcesCoastal Equities, Inc.Wells Fargo Advisors Financial Network, LLC10-16-2018
Stuart Mark SchrenzelCoastal Equities, Inc.Wells Fargo Advisors Financial Network, LLC10-16-2018
Steven H. MaideCoastal Equities, Inc.Wells Fargo Advisors Financial Network, LLC10-16-2018
Eric Robert FishmanCoastal Equities, Inc.Wells Fargo Advisors Financial Network, LLC$10010-12-2018
Michael Stanley MarionUnited Planners' Financial Services of America A Limited PartnerWells Fargo Advisors Financial Network, LLC$5009-14-2018
Jeffrey Donald LottUnited Planners' Financial Services of America A Limited PartnerWells Fargo Advisors Financial Network, LLC$10009-14-2018
Brian Scott FisherCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC$5005-18-2018
Donald Zwally HaverstickCommonwealth Financial NetworkWells Fargo Advisors Financial Network, LLC05-18-2018
Benjamin Todd AlexanderRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC05-03-2018
Howard Jay SheckmanRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$1303-01-2018
William Harvey Thompson Jr.Raymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$8301-16-2018
David Jason GarberRaymond James Financial Services, Inc.Wells Fargo Advisors Financial Network, LLC$3701-16-2018
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Showing 1 to 25 of 62 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.