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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Aaron Gray CizonWells Fargo Clearing Services, LLCFirst Citizens Securities Corporation$10005-07-2012
Adam Everette CrottsWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.07-06-2015
Albert Francis Grenert Jr.Wells Fargo Clearing Services, LLCAmeriprise Financial Services, LLC11-10-2016
Amanda Jo SimconisWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.$1010-08-2013
Andrew Alan WeinkleWells Fargo Clearing Services, LLCMorgan Stanley$10009-04-2015
Andrew Craig GuinnWells Fargo Clearing Services, LLCCetera Investment Services LLC03-29-2018
Andrew Jason SmithWells Fargo Clearing Services, LLCUBS Financial Services Inc.02-26-2016
Andrew Mitchell PittinosWells Fargo Clearing Services, LLCSunTrust Investment Services, Inc.08-25-2009
Anthony John MeilanWells Fargo Clearing Services, LLCMorgan Keegan & Company, Inc.06-27-2012
Ashley Elizabeth DandoWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated02-17-2012
Ashley Lauren BakerWells Fargo Clearing Services, LLCNorthwestern Mutual Investment Services, LLC12-07-2016
Bobby E Crouch IIIWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.11-09-2018
Bradley Charles WilliamsWells Fargo Clearing Services, LLCBB&T Investment Services, Inc.04-01-2015
Brian Joseph CunninghamWells Fargo Clearing Services, LLCRaymond James & Associates, Inc.$5010-08-2013
Brian Michael QuigleyWells Fargo Clearing Services, LLCMorgan Stanley$5007-30-2010
Bruce Devlyn AdamsWells Fargo Clearing Services, LLCNYLIFE Securities LLC04-01-2019
Bryan Heath BrowningWells Fargo Clearing Services, LLCEdward Jones11-02-2012
Bryan Tyler FingerWells Fargo Clearing Services, LLCFifth Third Securities, Inc.03-08-2013
Charles Hamilton TennentWells Fargo Clearing Services, LLCCitigroup Global Markets Inc.$1003-06-2009
Christian Robert Depret-BixioWells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated10-24-2014
Christopher Allen HallmarkWells Fargo Clearing Services, LLCMorgan Stanley08-23-2019
Christopher Roger FryeWells Fargo Clearing Services, LLCCetera Investment Services LLC01-23-2020
Daniel Eston HarrellWells Fargo Clearing Services, LLCEdward Jones11-12-2010
Daniel Ray Creps Jr.Wells Fargo Clearing Services, LLCMerrill Lynch, Pierce, Fenner & Smith Incorporated$5007-31-2012
Danielle Marie SollecitoWells Fargo Clearing Services, LLCEdward Jones11-28-2014
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.