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
Jerry Ruben FischerU.S. Bancorp Investments, Inc.Banc of America Investment Services, Inc.04-03-2009
Andrew Michael LawrenceU.S. Bancorp Investments, Inc.Key Investment Services LLC08-05-2009
Donna Jean NicholsU.S. Bancorp Investments, Inc.Chase Investment Services Corp.09-04-2009
Roberta Lea CreimU.S. Bancorp Investments, Inc.Chase Investment Services Corp.$10001-01-2010
Gregory Brian HerrlingU.S. Bancorp Investments, Inc.Wells Fargo Investments, LLC$1001-25-2010
Tyson Andrew FarmerU.S. Bancorp Investments, Inc.Key Investment Services LLC01-29-2010
Susan Elizabeth GrosshansU.S. Bancorp Investments, Inc.Chase Investment Services Corp.$5002-03-2010
Ira Elijah ArmadU.S. Bancorp Investments, Inc.Chase Investment Services Corp.02-03-2010
Lisa Michelle Hunter-RobertsU.S. Bancorp Investments, Inc.Chase Investment Services Corp.02-08-2010
Scott Michael CornettU.S. Bancorp Investments, Inc.Chase Investment Services Corp.03-22-2010
Jeff Alan MerlinoU.S. Bancorp Investments, Inc.Chase Investment Services Corp.03-25-2010
Matthew Christopher ThorpU.S. Bancorp Investments, Inc.Chase Investment Services Corp.03-25-2010
John Alan GrosshansU.S. Bancorp Investments, Inc.Chase Investment Services Corp.$1004-30-2010
Derek Sloan FosterU.S. Bancorp Investments, Inc.Key Investment Services LLC$1008-31-2010
Sheila Blanche Lee PowellU.S. Bancorp Investments, Inc.Paulson Investment Company LLC$1010-25-2010
Scott Robert RahnU.S. Bancorp Investments, Inc.Wells Fargo Clearing Services, LLC$5002-22-2011
Terry L. ThomasonU.S. Bancorp Investments, Inc.Chase Investment Services Corp.05-03-2011
Bertha Silvya GardinerU.S. Bancorp Investments, Inc.Chase Investment Services Corp.05-13-2011
Joseph Roderick CilleyU.S. Bancorp Investments, Inc.LPL Financial LLC05-17-2011
Marty Ray PatersonU.S. Bancorp Investments, Inc.Edward Jones$1006-08-2011
Jane Connelly LoebU.S. Bancorp Investments, Inc.Chase Investment Services Corp.08-17-2011
Eric Merle BriggsU.S. Bancorp Investments, Inc.LPL Financial LLC03-21-2012
Bradley Steven StarkU.S. Bancorp Investments, Inc.UBS Financial Services Inc.$1005-31-2012
Stephen M. MarkelU.S. Bancorp Investments, Inc.Morgan Stanley$1006-29-2012
Robert Jeffrey HawkinsU.S. Bancorp Investments, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated07-13-2012
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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.