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


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Christopher Schoefield CarlinFCG Advisors, LLC1st Worldwide Financial Partners, LLC10-27-2010
John Robert FeldmanAmeritas Investment Company, LLC20/20 Capital Management, Inc$25007-13-2018
Garrett Heath GermanAmeritas Investment Company, LLC20/20 Capital Management, Inc$5007-13-2018
Amy Rogers BlodgettAmeritas Investment Company, LLC20/20 Capital Management, Inc$13607-12-2018
Kevin Michael GrunawaltAmeritas Investment Company, LLC20/20 Capital Management, Inc07-11-2018
Adan Hererra DiazAmeritas Investment Company, LLC20/20 Capital Management, Inc07-11-2018
Kristen Lynn ChirhartAmeritas Investment Company, LLC20/20 Capital Management, Inc07-11-2018
Michael A. BiggicaPixel Financial Planning, LLC20/20 Capital Management, Inc01-04-2017
John Michael McDonoughBaron Financial Advisors, LLC212 ADVISORY GROUP, LLC06-20-2018
Joseph Avram TigayThe Stutland Volatility Group, LLC303 Equity Trading Group Ii, LLC10-31-2011
Timothy Robert Brown360 Family Office360 Family Office01-17-2018
Dean Rowbotham360 Family Office360 Family Office01-17-2018
Anthony J. SeifertMerrill Lynch, Pierce, Fenner & Smith Incorporated360 Financial Partners, LLC08-24-2016
Michael Edward SheltonThe O.N. Equity Sales Company360 Financial Solutions, LLC09-07-2016
Marcos Hugo Lira360Dividends360Dividends01-29-2019
Marcos Hugo Lira360Dividends360Dividends01-29-2016
John Arthur O'Connor3D Asset Management, Inc.3D Asset Management, Inc.09-21-2016
Mark Stuart SchafferScottrade, Inc.3D Asset Management, Inc.$26809-07-2016
Michelle Heidi TuckerChicago Partners Investment Group LLC3D WEALTH ADVISORS, INC.02-12-2020
Albert Pingree Herzog III401K GPS401 (K) Gps, Inc.$10012-03-2013
Michael Robert Chechel Jr.401K GPS401 (K) Gps, Inc.12-03-2013
Adam R. Kulesza401K GPS401 (K) Gps, Inc.$2512-03-2013
Randolph Aaron ReinwasserSolitude Canyon Investment Advisors, LLC401K FINANCIAL ADVISOR, LLC01-01-2010
Roy Edward Kelsey Jr.Cape Investment Advisory, Inc.401k Generation03-01-2019
James A. Plaskey Jr.Private Client Services, LLC401K GPS06-01-2017
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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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.