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
Robyn Lee MartinezLPL Financial LLCU.S. Bancorp Investments, Inc.03-26-2020
Daryan Jean JonesFidelity Brokerage Services LLCU.S. Bancorp Investments, Inc.12-02-2019
Jeffrey Matthew TaylorMoreton Capital Markets, LLCU.S. Bancorp Investments, Inc.$15008-04-2017
Scott Ryan GonzalesKey Investment Services LLCU.S. Bancorp Investments, Inc.$710-12-2016
Raymond Cripps De Witt Jr.Sigma Financial CorporationU.S. Bancorp Investments, Inc.$2509-28-2015
John Mark CranerJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.08-18-2015
Jeffrey David ShrivesWaddell & ReedU.S. Bancorp Investments, Inc.08-06-2015
Michael Jay HaneyJ.P. Morgan Securities LLCU.S. Bancorp Investments, Inc.$2506-02-2014
Russell Reed JacobsHornor, Townsend & Kent, LLCU.S. Bancorp Investments, Inc.08-26-2013
Christopher Michael WilkinsonWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.$108-23-2013
George Douglas KnucklesVoya Financial Advisors, Inc.U.S. Bancorp Investments, Inc.01-28-2013
Lex John DrollingerWaddell & ReedU.S. Bancorp Investments, Inc.08-22-2012
Kyle Frederick HodgesZions Direct, Inc.U.S. Bancorp Investments, Inc.09-01-2011
Christopher Layne MilesWells Fargo Investments, LLCU.S. Bancorp Investments, Inc.12-07-2009

Showing 1 to 14 of 14 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.