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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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Brian Donald MillerSunTrust Investment Services, Inc.Wells Fargo Clearing Services, LLC03-06-2018
Brian Eric MartinLPL Financial LLCWells Fargo Clearing Services, LLC$10004-27-2018
Calvin WardBB&T Securities, LLCWells Fargo Clearing Services, LLC08-02-2018
Cheryl Lois ScoutBenedetti, Gucer & AssociatesWells Fargo Clearing Services, LLC05-17-2018
David P. DillonRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC01-19-2018
Eric A. KellerOppenheimer & Co. Inc.Wells Fargo Clearing Services, LLC$2908-09-2018
Glen Joseph WebsterIfs SecuritiesWells Fargo Clearing Services, LLC$5011-01-2018
James Mitchell BroadwayRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC04-24-2018
James Mitchell Broadway Jr.Raymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC04-24-2018
James Watson Garner Jr.Benjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$5005-04-2018
John Allen CarruthersPersonal Capital Advisors CorporationWells Fargo Clearing Services, LLC11-07-2018
Jonathan Lance HemmingsAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC12-12-2018
Jonathan Scott MastersAmeriprise Financial Services, LLCWells Fargo Clearing Services, LLC$5002-02-2018
Joshua Shane HunterGratus Capital, LLCWells Fargo Clearing Services, LLC05-17-2018
Kemar C. BernardMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC11-12-2018
Kent Sheridan NuzumRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00004-24-2018
Krashonda Lashae GrayWells Fargo Clearing Services, LLCWells Fargo Clearing Services, LLC04-02-2018
Kyle Thomas EvensRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00004-24-2018
Louis Anthony PernoRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$15007-05-2018
Louis Robert DevicarisLPL Financial LLCWells Fargo Clearing Services, LLC10-05-2018
Michael Lyle BurnsRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00007-05-2018
Michael William MeschkeMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC11-16-2018
Phillip Wayne NelsonMeadow Creek Wealth Advisors, LLCWells Fargo Clearing Services, LLC$15008-13-2018
Rebecca Thornton CatesRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00010-05-2018
Samantha Paige DunlapSynovus Securities, Inc.Wells Fargo Clearing Services, LLC09-26-2018
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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.