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.

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Mary Elizabeth BushAmeriprise Financial Services, Inc.Chase Investment Services Corp.$102-04-2009
Gary T BrewtonAssociated Investment Services, Inc.Chase Investment Services Corp.06-01-2009
Charles Leroy Butler Jr.B. C. Ziegler and CompanyChase Investment Services Corp.10-26-2009
Jonathan Patrick RobinsonUvest Financial Services Group, Inc.Chase Investment Services Corp.03-15-2010
Ryan David WebsterPFS Investments Inc.Chase Investment Services Corp.03-18-2010
Perry Brennan WorzellaU.S. Bancorp Investments, Inc.Chase Investment Services Corp.$5005-28-2010
Evan Michael TeskaPNC InvestmentsChase Investment Services Corp.08-27-2010
Darrick Edward MunschUvest Financial Services Group, Inc.Chase Investment Services Corp.09-21-2010
Kelly Gerard WatzkaAssociated Investment Services, Inc.Chase Investment Services Corp.$10010-25-2010
William Paul EdingtonWaddell & ReedChase Investment Services Corp.10-27-2010
Michael Alfred YouakimAssociated Investment Services, Inc.Chase Investment Services Corp.01-10-2011
Jonathan Michael FioritoAXA Advisors, LLCChase Investment Services Corp.01-25-2011
Kasey Ryan VerginSecurities America, Inc.Chase Investment Services Corp.02-01-2011
Roberta Mae LewisWells Fargo Clearing Services, LLCChase Investment Services Corp.02-10-2011
Todd Rowe ZaeskeWells Fargo Clearing Services, LLCChase Investment Services Corp.03-14-2011
Troy Allen BystolU.S. Bancorp Investments, Inc.Chase Investment Services Corp.04-18-2011
Lisa Lynn LopacinskiLPL Financial LLCChase Investment Services Corp.04-19-2011
Jean A. WanishAssociated Investment Services, Inc.Chase Investment Services Corp.$15005-03-2011
Chad Michael DurfeyAmeriprise Financial Services, Inc.Chase Investment Services Corp.06-02-2011
Glen Joseph WebsterWells Fargo Clearing Services, LLCChase Investment Services Corp.08-31-2011
Peter John QuehlWells Fargo Clearing Services, LLCChase Investment Services Corp.$5009-30-2011
Jodie Marie ConoverWells Fargo Clearing Services, LLCChase Investment Services Corp.02-08-2012
Dalen B SnowNorthwestern Mutual Investment Services, LLCChase Investment Services Corp.03-02-2012
Aaron T OlsonU.S. Bancorp Investments, Inc.Chase Investment Services Corp.03-12-2012
Alexander E BrownGWFS Equities, Inc.Chase Investment Services Corp.04-16-2012
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Showing 1 to 25 of 31 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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