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
Dylan Patrick ShannonFisher InvestmentsAXA Advisors, LLC04-27-2020
Christian Enrique MijaresSullivan, Bruyette, Speros & Blayney, LLCSBK Financial, Inc.04-27-2020
John Edward Harris Jr.kANU Asset Management, LLCRoyal Fund Management, LLC04-27-2020
Shaundra PattersonDivine Wealth StrategiesCetera Investment Services LLC04-27-2020
Michael Joseph DisilvioRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$1,00004-27-2020
Jonann CavanaughU.S. Bancorp Investments, Inc.BMO Harris Financial Advisors, Inc.04-24-2020
John James HoidasAmerican Trust Investment Services, Inc.Uhlmann Investment Management, L.L.C.04-24-2020
Bradford Dewitt DelanoyLPL Financial LLCMorgan Stanley$10004-24-2020
Korey Don RogersLPL Financial LLCWells Fargo Advisors Financial Network, LLC04-24-2020
Justin Ryan VestriLPL Financial LLCCitizens Securities, Inc.04-24-2020
Alan Robert PriceThurston Springer FinancialEdward Jones04-24-2020
Todd Andre VilleneuveUnited Planners' Financial Services of America A Limited PartnerProEquities, Inc.04-24-2020
Chunhua XinGlobalink Securities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-24-2020
Olumide K Olu-AkintomideEquity Services, Inc.MML Investors Services, LLC04-24-2020
Daniel Christopher BakebergGWFS Equities, Inc.Merrill Lynch, Pierce, Fenner & Smith Incorporated04-24-2020
David Michael PryorEdward JonesThe Huntington Investment Company04-24-2020
Christopher Shaun AlexanderFisher InvestmentsPersonal Capital Advisors Corporation04-24-2020
Jacob Alec Joseph HeckmanFisher InvestmentsWoodbury Financial Services, Inc.04-24-2020
Jeffrey Adam SwarrAon Hewitt Financial Advisors, LLCSantander Securities LLC04-24-2020
Robert Andrew Van OstenbridgeGoss AdvisorsMerrill Lynch, Pierce, Fenner & Smith Incorporated$25404-24-2020
Stephen Adam MazerUnited Income, Inc.HSBC Securities (USA) Inc.04-24-2020
Beau Joshua ZumbuschInspire Advisors, LLCSecurities America, Inc.04-24-2020
Peter SchatoffUBS Financial Services Inc.J.P. Morgan Securities LLC04-24-2020
Joseph Angelo BlandoIBN Financial Services, Inc.Securities America, Inc.04-24-2020
Robert Edward WilczakIBN Financial Services, Inc.Securities America, Inc.04-24-2020
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Showing 251 to 275 of 180,876 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 and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.