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
Dwayne A. LeleuxAmeriprise Financial Services, Inc.Hilltop Securities Inc.06-29-2012
Elridge Nicholas BollichAmeriprise Financial Services, Inc.Hilltop Securities Inc.$10007-10-2015
Joe Sidney Cotten Jr.Ameriprise Financial Services, Inc.Hilltop Securities Inc.11-12-2010
John Joseph Kolinofsky Jr.Ameriprise Financial Services, Inc.Hilltop Securities Inc.$50001-06-2011
Johnny W RamzyAmeriprise Financial Services, Inc.Hilltop Securities Inc.$50001-06-2012
Laurence Edward Pierron IIIAmeriprise Financial Services, Inc.Hilltop Securities Inc.$20001-06-2011
Ronald Glenn WoodallAmeriprise Financial Services, Inc.Hilltop Securities Inc.$50006-17-2011
Steven Harwell OwenAmeriprise Financial Services, Inc.Hilltop Securities Inc.$10002-22-2013
Theodore Wilson DoyleAmeriprise Financial Services, Inc.Hilltop Securities Inc.$10004-15-2011
Todd R. HolubecAmeriprise Financial Services, Inc.Hilltop Securities Inc.$75002-25-2011
William Wesley MarshallAmeriprise Financial Services, Inc.Hilltop Securities Inc.01-06-2011

Showing 1 to 11 of 11 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.