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
Ryan Patrick ZacharczykZynergy Retirement PlanningZynergy Retirement Planning02-22-2017
Ann Benjamin ZurawZuraw Financial Advisors, LLCLPL Financial LLC$5012-16-2014
Joshua Brent GeibZuraw FinancialKlocke Capital Group, LLC08-02-2012
Marques T. CormierZT Wealth AdvisoryScottrade, Inc.06-08-2016
Taseer Ahmad BadarZT Wealth AdvisoryMHA Financial Corp11-09-2015
Rajesh Mohan ManghnaniZT Wealth AdvisoryMHA Financial Corp11-07-2015
Thomas Andrew HowardZRC Wealth Management, LLCLodestar Private Asset Management LLC12-07-2018
Jesse Crawford ZoraZora FinancialColeFP04-08-2014
John Thomas Fitzpatrick Jr.Ziv Investment CompanyWells Fargo Clearing Services, LLC08-06-2009
Lori Ann EarleyZiv Investment CompanyWells Fargo Clearing Services, LLC07-27-2009
Mark WeisbrodZions Direct, Inc.Citi Private Advisory, LLC05-16-2018
David ShipleyZions Direct, Inc.J.P. Morgan Securities LLC04-01-2014
Calob Benjamin JohnstonZions Direct, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated11-30-2012
Brian Patrick CunningZions Direct, Inc.MetLife Securities Inc.$1001-01-2012
Kyle Frederick HodgesZions Direct, Inc.U.S. Bancorp Investments, Inc.09-01-2011
Ben C C. Allen IIIZions Direct, Inc.Wells Fargo Clearing Services, LLC08-11-2011
Maria Celia Acriche RectoZions Direct, Inc.Morgan Stanley05-12-2011
Craig Harvey TibbittsZions Direct, Inc.Edward Jones$5003-15-2011
Jonathan James PoureZions Direct, Inc.Vanguard Marketing Corporation04-12-2010
Wen-Liang HuangZion Financial Planning, LLCSecurian Financial Services, Inc.07-17-2017
Goldie Annette HesterZinnia Wealth Advisory, LLCAE Wealth Management, LLC02-15-2019
Charisse Rivers SmithZinnia Wealth Advisory, LLCRetirement Wealth Advisors, Inc.06-08-2018
Kathi Lynn ZimmerZimmer Financial PlanningWaldron Private Wealth06-28-2012
Levi John HendershottZhang FinancialMerrill Lynch, Pierce, Fenner & Smith Incorporated04-30-2019
Ellen Winter BollineZhang FinancialGrand Wealth Management, LLC02-15-2019
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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.