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
Robert Benbow PhillipsWEA Investment Services, Inc.Cambridge Investment Research, Inc.03-14-2019
Timothy Michael WalleriusTD Ameritrade Investment Management, LLCEdward Jones03-14-2019
Jacob M JirscheleAssociated Investment Services, Inc.Wells Fargo Clearing Services, LLC03-13-2019
Vanee Ann RansomCommonwealth Financial NetworkMorgan Stanley$1003-13-2019
Scott Ronald ScheweKerberrose Wealth Management, LLCGWFS Equities, Inc.03-12-2019
Aaron T OlsonWells Fargo Clearing Services, LLCU.S. Bancorp Investments, Inc.03-12-2019
Matthew Todd GlinskyCharles Schwab & Co., Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated03-11-2019
Thomas Joseph J. LaneRobert W. Baird & Co. IncorporatedUBS Financial Services Inc.03-11-2019
John Kenneth RoskoLPL Financial LLCFSC Securities Corporation$5003-08-2019
Andrew Ogden GileLPL Financial LLCEdward Jones03-08-2019
Karina GarayU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.03-07-2019
Kathleen Ann LakritzCliftonLarsonAllen Wealth Advisors, LLCSCHENCK INVESTMENT SOLUTIONS LLC03-07-2019
Jason Paul LaitschCleary Gull Inc.Robert W. Baird & Co. Incorporated03-07-2019
Matthew Ross KrenkeAnnex Wealth Management, LLCASC Wealth & Retirement Advisors LLC03-07-2019
Christopher Stephen KoshyRobert W. Baird & Co. IncorporatedLPL Financial LLC03-06-2019
Steven Patrick MeyerWells Fargo Clearing Services, LLCMorgan Stanley03-06-2019
Thomas A. AlmanzoU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.03-05-2019
Matthew William BeckerOneAmerica Securities, Inc.Thrivent Investment Management Inc.03-04-2019
Bart Matthew LandsverkLPL Financial LLCThe Huntington Investment Company03-01-2019
Maria D Montilla-FrostPrivate Advisor Group, LLCForeside Fund Services, LLC02-27-2019
Kenneth Ernest SchmockerCommonwealth Financial NetworkLPL Financial LLC$15002-26-2019
Andrew Christopher TengbladCommonwealth Financial NetworkADVANTAGE INVESTMENT MANAGEMENT, LLC02-26-2019
David Brian GuevaraPackerland Brokerage Services, Inc.Transamerica Financial Advisors, Inc02-22-2019
Paul Harvey JochimsenCambridge Investment Research, Inc.Morgan Stanley02-22-2019
Donald Justin IngallsMerrill Lynch, Pierce, Fenner & Smith IncorporatedEdward Jones02-15-2019
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Showing 326 to 350 of 3,239 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.