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
Clinton Daniel MccallaFisher InvestmentsWEALTH PLANNING COMPANY OF TEXAS07-19-2019
Daniel B. ShuptarFisher InvestmentsFidelity Personal and Workplace Advisors07-17-2019
Chukwuemeka OnyiaFisher InvestmentsTIAA-CREF Individual & Institutional Services, LLC07-17-2019
Elliot James CoffeyFisher InvestmentsTD Ameritrade, Inc.07-17-2019
Gage R. NiemeyerFisher InvestmentsEdward Jones$15007-17-2019
Andrew K. JonesFisher InvestmentsVanguard Marketing Corporation07-17-2019
Lucas Charles LeglerFisher InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated07-17-2019
Robert Wayne HoffpauirFisher InvestmentsWells Fargo Clearing Services, LLC07-16-2019
Zachary Steven IsraelFisher InvestmentsThrivent Investment Management Inc.06-27-2019
Victoria Renata DekanyFisher InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated06-25-2019
Frederick Booker Turner IVFisher InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated06-25-2019
Peter A. SullivanFisher InvestmentsFidelity Personal and Workplace Advisors06-21-2019
Andrew Michael MallardiFisher InvestmentsTD Ameritrade, Inc.05-20-2019
Brian Jeffrey DeutschFisher InvestmentsMorgan Stanley05-20-2019
Alec Samuel BeerFisher InvestmentsUSAA Investment Management Company05-17-2019
Chad Michael BakerFisher InvestmentsWells Fargo Clearing Services, LLC05-16-2019
Atif Iqbal MughalFisher InvestmentsLPL Financial LLC05-15-2019
Adam Robert BossertFisher InvestmentsU.S. Bancorp Investments, Inc.$15005-15-2019
Dylan Matthew HensleyFisher InvestmentsFidelity Personal and Workplace Advisors05-15-2019
Christian Samuel TiscarenoFisher InvestmentsSecurities America, Inc.05-14-2019
Cedric L. BlairFisher InvestmentsE*TRADE Securities LLC03-14-2019
Nicholas Oliver HeremFisher InvestmentsUBS Financial Services Inc.03-12-2019
Kevin ZasadaFisher InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated03-12-2019
Jeffrey Michael BowlbyFisher InvestmentsMerrill Lynch, Pierce, Fenner & Smith Incorporated02-06-2019
Krystle Sumner McEntireFisher InvestmentsDuncan & Haley, Ltd.02-05-2019
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Showing 1 to 25 of 70 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.