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
William PokorskyBMO Harris Financial Advisors, Inc.Transamerica Capital, Inc.05-24-2010
John Wesley WilliamsBMO Harris Financial Advisors, Inc.Amcore Investment Services, Inc$2507-01-2010
David Scott LexBMO Harris Financial Advisors, Inc.Uvest Financial Services Group, Inc.$1011-01-2010
Jacob Adam KruegerBMO Harris Financial Advisors, Inc.Edward Jones$1004-09-2012
Michael Brandon PruittBMO Harris Financial Advisors, Inc.Chase Investment Services Corp.$1008-27-2012
Andrei M JungeBMO Harris Financial Advisors, Inc.The Strategic Financial Alliance, Inc.09-13-2012
Rita Jo PrescottBMO Harris Financial Advisors, Inc.Wells Fargo Clearing Services, LLC$2504-23-2013
Michael John MihmBMO Harris Financial Advisors, Inc.Northwestern Mutual Investment Services, LLC07-10-2013
Joshua John StrzeleckiBMO Harris Financial Advisors, Inc.Ameriprise Financial Services, LLC11-27-2013
Kevin D McCloudBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC02-03-2014
David V. CasselBMO Harris Financial Advisors, Inc.Northwestern Mutual Investment Services, LLC$102-05-2014
Lori Ann SaccoBMO Harris Financial Advisors, Inc.Fifth Third Securities, Inc.03-05-2014
Evan Daniel HeathBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC04-08-2014
Trevor Tshepo MosupyeBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC04-28-2014
Erin Michelle CroweBMO Harris Financial Advisors, Inc.LPL Financial LLC06-09-2014
Julie Ann LorenzBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC07-24-2014
Zachary R MichaelBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC08-19-2014
Mary Anne SchulerBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC08-28-2014
Erich David StabelfeldtBMO Harris Financial Advisors, Inc.Pruco Securities, LLC.08-28-2014
William Roger LloydBMO Harris Financial Advisors, Inc.PNC Investments09-16-2014
Jason Andrew Bernard-BuehrleBMO Harris Financial Advisors, Inc.LPL Financial LLC$111-10-2014
Lisa Ann KimBMO Harris Financial Advisors, Inc.Citigroup Global Markets Inc.11-13-2014
Jennifer Lynn GiemzaBMO Harris Financial Advisors, Inc.Wealthspire Advisors12-01-2014
Scott James BurnoskiBMO Harris Financial Advisors, Inc.J.P. Morgan Securities LLC04-13-2015
Patrick LoritzBMO Harris Financial Advisors, Inc.Edward Jones06-19-2015
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Showing 1 to 25 of 52 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.