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.

Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
John Dexter Nash IIWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Florentino Esteban ChapaWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Sidney Lee CroseWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Roberto Carlos LopezWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Gloria L. OlveraWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Wayne Douglas RogersWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Anthony James BurgardWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Debra Lindsey JonesWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Jessica Michelle DelanyWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Sharon Theresa AurichWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Meeok ParkWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Gordon Henry Goulden Jr.Wells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Brandi Mishelle ReynoldsWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Andy Maddox CraneWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Jonathan David StewartWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Jacob Anthony RiosWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Melissa Ann TobolaWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Cheryl Linell ButtsWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
William Harrington Murphy Jr.Wells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Isabel G. GonzalezWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Aaron Scott RalstonWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Virginia May ReganWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Bette Sue LemkeWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Joel OrozcoWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
Dustin EloWells Fargo Clearing Services, LLCWells Fargo Investments, LLC01-03-2011
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Showing 126 to 150 of 448 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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